Incedo
Austin, Texas
Client Services Lead (49361)
Job details
- Location
- Austin, Texas
- Work type
- Onsite
- Posted
- 3 days ago
- Apply on
- career44.sapsf.com
About this role
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.
What you'll do at Incedo:
- Relationship management
- Issue triage
- Process design
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About Incedo
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