Vice President, Client Service II

BA/BS in Accounting, Finance, or related field preferred or the equivalent combination of education and experience is required Prior experience working as key contact to deliver small projects successfully 7 - 10 years of experience in a related financial services role(s) Exceptional client service, advocacy, problem-solving and relationship development skills Expertise in coordinating across multi-functional teams Excellent verbal and written communication skills Adapt at prioritization of multiple tasks Outstanding organizational and follow up skills are a must Motivated to work effectively among a team of professionals and operate with minimal oversight, when the situations require Expected travel approximately 10-20%

Created: 2025-09-30