Job Description
The **Private Wealth Management Operations Support team** assists clients and associates in the delivery of wealth management advice and solutions.
As the **Client Service Specialist II** , you will be administrating Investment Accounts and Individual Retirement Accounts. As such, you will be serving as the main point of contact for your clients as they have requests related to their accounts. You will act as a resource to other client service associates on the team, providing leverage to execute on tasks and responsibilities.
**How you will spend your time:**
+ You will serve as the main point of contact for clients.
+ You will be responsible for managing day to day client transactions, such as money movements, disbursements& receipts/deposits.
+ You will work collaboratively with Senior Associates on team to resolve complex client related issues and escalations.
+ You will ensure clients have a positive service experience that always excee...
As the **Client Service Specialist II** , you will be administrating Investment Accounts and Individual Retirement Accounts. As such, you will be serving as the main point of contact for your clients as they have requests related to their accounts. You will act as a resource to other client service associates on the team, providing leverage to execute on tasks and responsibilities.
**How you will spend your time:**
+ You will serve as the main point of contact for clients.
+ You will be responsible for managing day to day client transactions, such as money movements, disbursements& receipts/deposits.
+ You will work collaboratively with Senior Associates on team to resolve complex client related issues and escalations.
+ You will ensure clients have a positive service experience that always excee...