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Wealth Management Services Specialist Senior
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Full-time
- The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department.
- The role will also support BCI Securities in account opening and services required.
- Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
- Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds.
- Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc.
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