Wealth Management Specialist
Core
Support Financial Advisors in business management, development, wealth planning, and relationship management to deliver client service and operations support.
Role type
Wealth Management Specialist (IC)
Builds
Client service experiences, operational workflows, and team advisory capabilities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth Planning, Investment Management, Business Development, Business Management, Relationship Management, Client Service, Operations Support, Data Analysis, Risk Assessment, Salesforce Proficiency
Preferred skills
Firm-approved designations, Mortgage Loan Origination experience
Technologies
Salesforce
Responsibilities
Resolve client issues and analyze data to address risk trends; Escalate and resolve complex client inquiries; Document client interactions and track actions in Salesforce; Attend client review meetings and capture notes; Provide advice and training to team members
Seniority
Mid-level, hands-on IC