Job Summary

• 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.
• 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.

Matching Summary

Salary

Base: $24.87 - $41.45 Hourly; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Key Requirements

• Bachelor's degree or 5 years higher education/work experience
• 1 years financial services client service experience
• Strong customer service skills
• Strong interpersonal skills
• Strong organizational skills
• Proficiency with personal computers and software

Work Rights