Ivy Way Placements
The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able to work with financial advisors and our custodians with the implementation of new client accounts trade execution liquidity management
The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able to work with financial advisors and our custodians with the implementation of new client accounts trade execution liquidity management