Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients
Job Summary
Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients.
Supports workload management, and triage and delegate client and advisor operational requests to a centralized service team.
Demonstrates proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
Matching Summary
Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients.
Skills & Requirements
Must-have
client and advisor support
wealth management solutions
Microsoft Office proficiency
responsive to coaching
adapt to change
Nice-to-have
fiduciary and investment knowledge
peer-mentor for WSS I
Key Requirements
Undergraduate degree or 4+ years of banking experience
5 years of previous banking experience
Strong understanding of banking, lending, commercial and wealth management solutions