Wealth Management Services Specialist Senior

Job description

Overview The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash /non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required. Principal Duties and Responsibilities: - Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. - Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). - In partnership with Wealth Advisors provide excel...