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- ...’ experience of securities trading and help seek for better returns. Job Responsibilities: Support the corporate client account onboarding process, including reviewing and verifying required documents and information Process New Account Opening for corporat...
- ...career, then welcome to THRIVE! Position Overview The Client Success Manager is an integral part of the account management ... ...hat focuses on providing an exceptional client experience from onboarding throughout the time the client remains with Thrive. The CSM wi...
- Key Responsibilities Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance Conduc...