Wealth Management Customer Service Specialist Jobs

Prior experience in Wealth Management

Assist Product Teams (e.g., Discretionary Portfolio Management – (DPM)) in managing and servicing their client’s transaction and account opening needs

Demonstrate knowledge and understanding of the Private Bank product offerings (e.g., DPM, Custody, Trust etc.)

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Providing constructive feedback to CLC Management about customer issues and concerns

Expanding and building strong, long-term relationships with primary contacts, key stakeholders and Senior Managers within each assigned customer

Identifying and nurturing growth opportunities within each assigned customer and communicating those opportunities to a manager

Preference will be given to candidates with experience with office experience or hotel front desk role

Excellent verbal and written communication skills are required and presentation skills are preferred

Superior interpersonal skills and the ability to communicate and interact with customer contacts at all levels

Client Service Center - Service Professional - Wealth Management Operations

Financial services/banking/ brokerage experience preferred

Strong organizational skills, attention to detail, and excellent follow-up skills

Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks

Ability to be self-motivated and succeed in a team atmosphere

Candidates must have flexibility in work schedule

Partners with Wealth Management Advisors (WMA)to help ensure the Private Bank experience is

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

. Minimum of 3 years of successful sales/client service experience in the wealth management

positive customer experience. While operating within the Bank's risk appetite, achieves results

. Manages the coordination and collaboration with client third party advisors (e.g., attorney,

. Ensures prospect/client info is entered, updated, and managed in CRM

Strong insurance, retirement and/or wealth management knowledge preferred.

The primary location for this position is remote with an at home work arrangement.

College degree, or relevant work experience.

Demonstrated understanding of computer systems and keyboarding skills.

Excellent analytical, verbal and written communication skills, with strong sense of accountability.

Strong organizational skills, ability to multitask.