Senior Wealth Tech Client Partner
state streetClifton, NJ
Senior Wealth Tech Client Partner
L5
state streetClifton, NJyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesState Street is seeking a Senior Client Manager focused on Wealth Management clients. You will be responsible for client satisfaction, retention, and growth by ensuring effective delivery of CRD projects, support, and services while collaborating with client senior leaders for strategic alignment.
You will work with internal and client leaders to ensure exceptional service and long-term partnerships, leveraging your organization and interpersonal skills to advance CRD goals.
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Level
SeniorL5
Location
Clifton, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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