. Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning.... Oversees transfer of assets and/or accounts to JFS. Coordinates preparation of an Investment Policy Statement (IPS...
JFS WEALTH ADVISORS LLCGenesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA... on experience Summary Assist multiple Operations teams who support Investment Management, Banking and Loan products though out...
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