Private Wealth Management Support Associate
3 weeks ago
We're looking for a skilled Private Wealth Management Support Associate to join our team. In this role, you'll provide top-notch service and support to clients, working closely with Wealth Management, Trust, Banking, or Investment teams. As the primary point of contact, you'll handle daily client calls, transactions, and problem resolution, escalating issues as needed. Your proactive approach will help identify potential problems, compliance issues, or fraud, ensuring maximum client satisfaction and relationship growth.
About the JobThis role requires excellent communication skills, both verbal and written. You'll work with a variety of software packages, including Microsoft Office applications. Proficiency in these tools is essential. We're looking for someone who can work independently, with minimal supervision, to develop a working knowledge of assigned areas and accounts. Your ability to think critically and resolve complex problems will be key to success in this role.
Responsibilities- Provide exceptional customer service and support to clients.
- Handle day-to-day client interactions, including calls and transactions.
- Escalate issues beyond your authority to assigned Private Wealth Management Advisors or specialists.
- Develop a working knowledge of assigned areas and accounts.
- Associate's degree or equivalent work experience.
- Five or more years of relevant experience.
- Excellent verbal and written communication skills.
- Proven customer service and problem resolution skills.
- Proficient computer navigation skills using Microsoft Office applications.
As a valued member of our team, you'll enjoy a comprehensive benefits package, including:
- Healthcare (medical, dental, vision).
- Basic term and optional term life insurance.
- Short-term and long-term disability.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation (from two to five weeks depending on salary grade and tenure).
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.
$23.46 - $31.25 - $34.38.
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