Client Service Relationship Manager

Job Description Job Description The Client Service Relationship Manager (CSRM) plays a crucial role in supporting the firm’s operations and advisory practices. This position is responsible for independently managing various levels of complexity of client service needs, ensuring accuracy in all custodial and compliance-related activities, and serving as a trusted resource to both advisors and internal team members. The CSRM is expected to demonstrate leadership, sound judgment, and a high degree…