Client Service Representative, Wealth Management
Core
Support relationship management teams by processing administrative and operational activities related to client investment, banking, and fiduciary products.
Role type
Client Service Representative (Wealth Management Operations)
Builds
Client accounts, reports, and accurate account records for sophisticated individuals, families, and institutions.
Domain
Wealth Management / Financial Services
Required skills
Account servicing, database management, documentation preparation, compliance adherence, client record maintenance, research, process improvement.
Preferred skills
Financial experience, investment/trust operations knowledge, analytical skills, problem solving, organizational skills.
Technologies
Client servicing systems, online tools, imaging software.
Responsibilities
Process client account openings, closings, and updates; address client inquiries; prepare client materials and reports; maintain accurate account records; research client issues; escalate compliance concerns.
Seniority
Entry level