Wealth Management Service Specialist
3 days ago
Job Summary
The Service Specialist is responsible for delivering exceptional client experiences and ensuring the day-to-day activities run smoothly. This role requires a high level of knowledge of financial products, services, and systems to provide top-notch service to clients. The Service Specialist will maintain awareness of risk management and adhere to policies and procedures.
Key Responsibilities
- Provide detailed information and address account serving needs for customers.
- Assist Private Bankers, Trust Advisors, and Portfolio Managers by processing and maintaining accurate documentation and providing sales support.
- Identify, research, analyze, and resolve complex problems related to account issues.
- Maintain effective relationships with clients and United Community personnel.
- Comply with relevant regulatory requirements and internal policies.
- Perform other duties as assigned.
Work Environment
This role is based in Greenville, SC, and Orlando, FL, and requires flexibility to work evenings and weekends as needed. Up to 10% travel is required.
Equal Opportunity Employer
United Community Bank is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, or disability.
-
Tax Specialist
4 weeks ago
Charlotte, North Carolina, United States Modera Wealth Management Full timeAbout Modera Wealth ManagementModera Wealth Management is an independent, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team is committed to making a lasting positive impact on the lives of our clients through our comprehensive approach.Job SummaryWe are seeking a highly skilled...
-
Tax Specialist
2 days ago
Charlotte, North Carolina, United States Modera Wealth Management Full timeAbout Modera Wealth ManagementModera Wealth Management is a leading independent, fee-only firm dedicated to delivering comprehensive financial planning and intelligent investment management services to our clients. Our team is committed to making a lasting positive impact on the lives of our clients through our expertise and personalized approach.Job...
-
Wealth Management Service Specialist
3 weeks ago
Charlotte, North Carolina, United States United Community Bank Full timeJob SummaryThe Service Specialist is responsible for delivering exceptional client experiences and providing expert support in wealth management and financial services. This role requires a strong understanding of banking and investment products, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide detailed information and...
-
Senior Wealth Manager
2 weeks ago
Charlotte, North Carolina, United States The Ball Hawk Full timeSenior Wealth Manager Job DescriptionThe Ball Hawk is seeking a highly skilled Senior Wealth Manager to join our team of financial experts. As a trusted advisor to our affluent clients, you will provide comprehensive guidance on investment, trust, and estate planning, as well as insurance, tax, and banking needs.Key Responsibilities:Design and implement...
-
Wealth Management Service Professional
4 weeks ago
Charlotte, North Carolina, United States United Community Bank Full timeJob SummaryThe Service Specialist is responsible for delivering exceptional client experiences and providing expert guidance on wealth management and financial services. This role requires a strong understanding of banking and investment products, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide detailed information and...
-
Wealth Support Specialist
3 weeks ago
Charlotte, North Carolina, United States Truist Financial Corporation Full timeJob DescriptionWe are seeking a highly skilled and detail-oriented Wealth Support Specialist to join our team at Truist Financial Corporation. As a key member of our Wealth Support team, you will play a critical role in providing exceptional client service and support to our advisors and clients.Key Responsibilities:Triage and delegate client and advisor...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Equitable Services Full timeJoin Our Team as a Retirement Benefits SpecialistWe are seeking a highly motivated and results-driven individual to join our team as a Retirement Benefits Specialist. As a key member of our Wealth Management team, you will be responsible for providing financial products and services to our clients, with a focus on retirement benefits.Key...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Equitable Services Full timeUnlock Your Potential as a Wealth Management AssociateJoin Equitable Advisors, a leading financial services company, as a Wealth Management Associate and embark on a rewarding career in wealth management. As a key member of our team, you will have the opportunity to help individuals and families achieve their financial goals and secure their financial...
-
Wealth Management Professional
1 day ago
Charlotte, North Carolina, United States Forvis Mazars Full timeJoin Our Wealth Management TeamWe are seeking a highly motivated and detail-oriented Wealth Management professional to join our team as an Associate Advisor Intern. In this role, you will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.Key Responsibilities:Assist senior wealth...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeJob OpportunityWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Jobot. As a key member of our client service team, you will be responsible for assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.In this...
-
Client Service Manager
1 day ago
Charlotte, North Carolina, United States Capital Wealth Advisors Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Manager to join our team at Capital Wealth Advisors. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our advisors and clients.The ideal candidate will have a strong background in financial services, excellent...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Equitable Services Full timeUnlock Your Potential in Wealth ManagementAt Equitable Advisors, we believe in empowering individuals to make informed financial decisions and achieve their goals. As a Wealth Management Associate, you will play a vital role in helping clients navigate the complexities of wealth management and achieve financial freedom.Key Responsibilities:Build and maintain...
-
Wealth Management Associate
1 month ago
Charlotte, North Carolina, United States Jobot Full time{"Job Title": "Associate Wealth Advisor", "Company Overview": "Jobot is a company that is passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. We've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40 offices and counting. Empowered by technology...
-
Technology Associate
2 weeks ago
Charlotte, North Carolina, United States Modera Wealth Management Full timeAbout Modera Wealth ManagementModera Wealth Management is a forward-thinking, fee-only financial services firm dedicated to delivering exceptional client experiences through comprehensive financial planning and strategic investment management. Our team is passionate about fostering a culture of innovation, collaboration, and continuous learning.Job SummaryWe...
-
Client Service Associate, Wealth Management
1 month ago
Charlotte, North Carolina, United States Choreo Full timeAbout the RoleAt Choreo, we're passionate about delivering exceptional client experiences. As a Client Service Associate, you'll play a vital role in supporting our Wealth Advisors and Operations team to ensure seamless client service.Key ResponsibilitiesClient Communication: Engage with clients via phone, email, and in-person to address their needs and...
-
Technology Associate
2 days ago
Charlotte, North Carolina, United States Modera Wealth Management Full timeAbout Modera Wealth ManagementModera Wealth Management is a forward-thinking, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team is passionate about creating a positive impact on the lives of our clients and colleagues alike.We are seeking a highly skilled and motivated individual...
-
Wealth Management Associate
3 weeks ago
Charlotte, North Carolina, United States Jobot Full timeUnlock Your Potential as a Wealth AdvisorWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Jobot. As a key member of our client service team, you will play a vital role in managing client relationships, developing financial plans, and facilitating best practices.Key Responsibilities:Serve as a trusted advisor...
-
Wealth Management Professional
3 days ago
Charlotte, North Carolina, United States Forvis Mazars Full timeJoin Our Wealth Management TeamWe are seeking a highly motivated and detail-oriented individual to join our wealth management team as a summer intern. As a member of our team, you will have the opportunity to gain a comprehensive understanding of the wealth management industry and develop the skills needed to succeed in this field.Key Responsibilities:Assist...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeWealth Advisory RoleAs a Wealth Advisory Associate at Jobot, you will play a vital role in serving high-net-worth families and business owners. Your primary responsibilities will include managing client relationships, participating in client and prospect meetings, and developing financial plans using our eMoney financial planning software.About the RoleThis...
-
Client Service Associate, Wealth Management
3 weeks ago
Charlotte, North Carolina, United States Choreo Full timeJob Title: Client Service Associate, Wealth ManagementAt Choreo, we are passionate about delivering exceptional client experiences and empowering our teams to succeed. As a Client Service Associate, you will play a vital role in supporting our Wealth Advisors and Operations team members in providing top-notch service to our high-net-worth clients and...