Client Service Representative, Wealth Management
2-3 years’ experience in financial and/or client servicing experience preferred.
Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients' servicing needs.
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.