PWM Account Opening Specialist
Core
Fulfill new account opening requests for banking deposit, trust, and investment accounts within Private Wealth Management.
Role type
Account Opening Specialist
Builds
New banking deposit, trust, and investment accounts for Private Wealth Management clients
Domain
Banking / Private Wealth Management
Required skills
Knowledge of Private Wealth Management products, Account opening procedures, Process ownership, Cross-department coordination, Issue resolution, SLA monitoring
Preferred skills
Department operations/policies knowledge, Client service skills, Problem resolution skills, Computer navigation skills
Responsibilities
Monitor account opening process stages, Coordinate with local Advisors and support staff, Resolve missing or conflicting documentation issues, Ensure timely and accurate product implementation
Seniority
Mid-level, hands-on IC