Wealth Solutions Associate

Job description

The Wealth Banking Center Associate is an extension of the client's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Wealth clients via virtual delivery, i.e. telephone, email, chat, etc. Work in a complex, team-oriented and fast paced environment acting as liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to client's high net-worth clients. Key Responsibilities: Primary service and problem resolution support for the client's Wealth clients and advisors via phone and electronic service requests. Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes. Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework. Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients. Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified serv...