About this role
REGIONAL MANAGING DIRECTOR, CLIENT SERVICE at CCM ADMINISTRATIVE SERVICES LLC. Location: New York or Atlanta or Reston. Role: managing teams, supporting advisors, driving strategy Requirements: 10+ years in financial services supporting UHNW advisors,5+ years leading client service teams,experience with onboarding/account maintenance,risk oversight,strong communication and analytical skills,10–20% travel. Category: Finance Seniority: Senior Level Tools: Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI Commitment: Full Time Workplace: Onsite Languages: English