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Wealth Management Client Sales Specialist
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- The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform.
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Performs account maintenance including money transfer requests, address changes, etc.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support
- Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
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