Wealth Servicing Specialist
$60000 to $75000 Per Year
Management Firm with over a $Billion AUM is searching for a Wealth Servicing Specialist , a client facing post . Wealth Servicing Specialist will support Wealth Advisors , prepare and participate in High Net Worth client meetings as well as communicate , process accounts , transfer assets , improve processes and relationships . High visibility to Wealth Advisors , Senior Management including CEO .
2 - 5 years Customer service ; Wealth servicing is a Plus
BS and / or Series 65 ; 66 is a Plus
Strong communication skills- written , oral
Microsoft , Excel and administrative skills- necessary
Salary : $ 60,000.00 - $ 70,000.00 + Bonus
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