Wealth Management Client Service Representative - Money Movement
No visa sponsorship
Core
Execute trust and banking money movement requests accurately and efficiently, including wires, ACHs, transfers, and related account activities.
Role type
Client service representative (money movement)
Builds
Trust and banking transactions for wealth management clients
Domain
Wealth management / Banking operations
Required skills
Analytical skills, problem solving, organizational skills, attention to detail, communication
Preferred skills
Financial experience, investment/banking/trust operations knowledge, Salesforce proficiency
