Overview In this role, you will deliver high-quality client support within Wealth Management to resolve transaction and process issues, while nurturing strong client relationships. You will handle inquiries via phone and email, coordinate with cross-functional teams, and ensure unresolved items are tracked to closure. This position sits at the intersection of client care and operational execution, enabling you to contribute to a responsive, client-focused service culture. You will work in a dynamic environment that leverages technology to improve client outcomes and efficiency.
Compensation / Benefits- competitive compensation
- comprehensive benefits
- wellbeing programs
- paid time off including volunteer time
- 401(k) plan
- health, dental, vision insurance
Responsibilities- Provide quality client support to resolve transaction and process-related issues in a timely and professional manner
- Maintain strong client relationships by researching and resolving inquiries efficiently and accurately
- Respond to phone, email, and other client inquiries regarding products, services, and procedures
- Route unresolved issues to the appropriate team, provide status updates, and ensure daily open items are followed through to closure
Key requirements- Bachelor's degree or equivalent combination of education and work experience
- 0-2 years of experience in an operational area and/or client services preferred
- Strong client service orientation with excellent communication and interpersonal skills
- Detail-oriented with strong organizational and problem-solving abilities
- Ability to collaborate effectively with cross-functional teams
- client service orientation
- excellent communication
- interpersonal skills
- detail-oriented
- organizational skills
- problem-solving
