Role OverviewSupports all client needs, including discussions and/or activities, and executes tasks to fulfill the client service plan. Responsible for managing client service activities, handling inquiries, and coordinating with specialists to deliver an integrated service experience.
What You Will Do
Monitor and execute tasks, manage client service activities, handle inquiries, and coordinate with specialists to deliver an integrated service experience.
Why It Might Be a Fit
The ideal candidate will have a minimum of 1 year of experience with a financial institution, focusing on client service and sales, and a high net worth client service and sales experience is desired.
Requirements
- Minimum of 1 year of experience with a financial institution focusing on client service and sales
- High net worth client service and sales experience desired
- BS/BA degree in Business, Finance or Economics desired
Benefits
- Discretionary incentive eligible
- Annual discretionary award based on overall individual performance results and behaviors
- Industry-leading benefits
- Paid time off
- Resources and support to make a genuine impact and contribute to the sustainable growth of the business and the communities served
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