Wealth Management Specialist
Core
Support Financial Advisors in business management, development, wealth planning, and relationship management while providing quality client service and operations support.
Role type
Wealth Management Client Associate / Operations Support
Builds
Residential mortgage loans (subject to SAFE Act registration)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account Management, Business Acumen, Customer Service Management, Client Management, Portfolio Management, Referral Identification, Referral Management, Relationship Building, Administrative Services, Process Simplification
Responsibilities
Provide quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends; Escalate issues and provide resolution on complex inquiries, requests, and problems related to client concerns; Document client interactions and provide team members with time sensitive updates; Attend client review meetings to capture notes, document in Salesforce, and track all actions/activities; Provide advice and assist with training for team members