Wealth Management Business Processing Specialist
1 week ago
This role reports to the WMP Practice Manager and is responsible for assisting in the completion of necessary paperwork and processes to move client business through the appropriate systems.
Key Responsibilities:
- Process new business for securities and independent qualified plans
- Manage the Money Movement System (MMS)
- Handle withdrawals and contributions to client accounts
- Conduct fee and account reviews
- Process 520 plans, both new business and service
- Handle rollover calls and account transfers
Requirements:
- Bachelor's degree in finance or a related field, or equivalent experience
- Previous business processing experience in the financial services industry is a plus
- Exceptional communication skills, both written and verbal
- Attention to detail and ability to multitask
- Able to work against deadlines
- Previous customer relations experience
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