Wealth Management Service Professional
4 weeks ago
Job Summary
The 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 Responsibilities
- Provide detailed information and address account serving needs for clients
- Assist Private Bankers, Trust Advisors, and Portfolio Managers with documentation and sales support
- Identify, research, analyze, and resolve complex account-related issues
- Maintain effective relationships with clients and United Community Bank personnel
- Ensure compliance with regulatory requirements and internal policies
Requirements
- High School diploma or equivalent and 2+ years of customer service experience in banking, investment, or trust administration
- Strong interpersonal and communication skills
- Ability to work in a fast-paced environment and independently
- Microsoft suite proficiency
Work Environment
Greenville, SC and Orlando, FL
Position Type
This is a full-time position requiring schedule flexibility and occasional travel
Equal Opportunity Employer
United Community Bank is an equal opportunity employer and does not discriminate based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, or disability
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