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Top Tech Jobs & Startup Jobs in Los Angeles, CA
Fintech • Financial Services
As a Senior Relationship Manager, you will manage client relationships, acquire new clients, and collaborate with investment managers in wealth management.
Fintech • Financial Services
Assist the sales team with client servicing, handle onboarding processes, prepare sales materials, and support client inquiries in wealth management.
Fintech • Financial Services
Act as primary contact for clients, manage compliance and valuation reporting, supervise accounting analysts, and interact with stakeholders.
Top Skills:
ExcelMS Office
Fintech • Financial Services
Administer client services for Document Custody transactions, managing loan files, coordinating deliveries, and ensuring proper reporting on collateral positions.
Top Skills:
Microsoft Office Suite
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