About this role
Client Services Lead (49361) at Incedo. Location: Austin, Texas, United States. Role: Relationship management, Issue triage, Process design Requirements: 8–12 years in client service or service lead roles in wealth management; broker-dealer/TAMP/custodian experience; design/improve service processes; familiarity with advisor/client portals and financial data; strong communication. Category: Business Operations Seniority: Senior Level Tools: advisor portals, data reporting, data feeds Commitment: Full Time Workplace: Onsite Languages: English