Job Details

Deliver client service aligned to defined segmentation models. Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions. Participate in continuous training and development programs based on a tiered skills matrix. Contribute to a culture of recognition, feedback, and shared accountability. Support the implementation of best practices and standardized processes through a centralized resource center. Assists wealth management advisors and planners in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing. Assists clients, advisors and planners with tactical questions and resolving client account issues. Performs various functions associated with account governance, compliance, and regulatory reques...Associate, Account, Salesforce, Customer Service, Client Relations, Retail, Banking, Client