Job Details
Provide high quality, high touch service to Private Wealth clients
Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.
Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
Prepare material for client and prospect presentations, meetings, and reviews.
Participate in other duties as requested by Relationship Managers
5 7 years of financial industry experience.