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 money movement transactions
Domain
Wealth Management / Banking Operations
Required skills
Attention to detail, compliance adherence, communication, system proficiency, SLA management
Preferred skills
None stated
Technologies
Salesforce, Outlook, Adobe, Excel, Word
Responsibilities
Execute trust and banking money movement requests; Review requests for compliance; Meet service level agreements; Communicate with Front Office partners; Escalate questions or risks.
Seniority
Individual Contributor