Role OverviewThis role is responsible for supporting all client needs, including discussions and/or activities, and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.
What You Will Do
Key responsibilities include managing the execution of client service activities, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
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 BS/BA degree in Business, Finance, or Economics.
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
- BenefitsThis role is currently benefits eligible
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