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Wealth Client Service Associate
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- Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
- Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation.
- Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
- Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.
- Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience.
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