MBA or equivalent preferred, with 8-15 years of client servicing experience, ideally in financial services

Strong communication, analytical, and problem-solving skills to address client concerns effectively

Proficiency in MS Office, CRM tools, and financial platforms like Asset Vantage, Mprofit, Investwell, and Morningstar. Knowledge of Excel, Python, or database tools is a plus

Strong collaboration, mentoring, and organizational skills to manage multiple client interactions efficiently

Ability to identify growth opportunities, enhance service models, and contribute to business development

Immediate availability preferred