The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth clients and colleagues
Job Summary
The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth clients and colleagues.
The Private Wealth Service and Support Specialist will also serve as the operational specialist, in partnership with Private Wealth Management professionals.
Responsible for accurately processing daily business which includes, but not limited to, money/asset movement, account opening, closing and maintenance, margin processing, trade processing, fee processing, etc.
Matching Summary
The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth clients and colleagues.