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Client Relationship Specialist
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Full-time
- A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
- Account upkeep, encompassing account registration and adjustments to account profiles as necessary
- Client onboarding, involving the assembly of new account documentation and the collection of client information
- Collecting client tax data and aiding in tax reporting processe
- Management of asset transfers, covering journal entries, wire transfers, and electronic fund transfers (EFTs)
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