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Wealth Custody: Client Manager
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-06-04
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Soteria Reinsurance Ltd. seeks a Client Service Manager in Westlake, Ohio, to support Registered Investment Advisors. This full-time position requires strong interpersonal and leadership skills, along with 5+ years of relevant experience in financial services. The ideal candidate will manage client service operations, maintain high satisfaction scores, and effectively collaborate with internal teams. A Bachelor's Degree and Series 7 certification are preferred.
The role requires a hybrid work model with onsite expectations every other week.
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