| Type: | Full Time |
|---|
This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitors account trades within delegated authority. Prepares reports, proposals, and marketing materials for clients and prospects. Works proactively to identify potential problems and compliance issues to ensure quality of the portfolio and compliance. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
Qualifications :
- Associate degree, or equivalent work experience
- Five or more years of client service and support experience in a banking environment
Preferred Skills/Experience :
- Superior knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
For details, please find job posting:
www.investmentbankcareer.com
www.investmentbankcareer.com/iba....php
Qualifications :
- Associate degree, or equivalent work experience
- Five or more years of client service and support experience in a banking environment
Preferred Skills/Experience :
- Superior knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
For details, please find job posting:
www.investmentbankcareer.com
www.investmentbankcareer.com/iba....php
