Client Service Specialist - Morristown
1 week ago
Job Summary
The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients.
This position provides day-to-day operations and administrative support for one or more Wealth Advisors including answering inbound calls and email requests scheduling and gathering client data for ongoing service processes ensuring all paperwork and procedures for client requests are completed adhering to compliance requirements coordinating with internal operation departments to ensure client requests are fulfilled managing client deposits maintaining data integrity across all systems updating as necessary researching client issues in cooperation with back office operation partners some duties can include if appropriate onboarding new clients processing transfer paperwork setting up new accounts while coordinating with the wealth management team custodians Envestnet other duties as needed.
Job description
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