Private Wealth Management Specialist

This role is responsible for building and maintaining client relationships.The Client Specialist works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.Provide high quality, high touch service to Private Wealth clientsManage new account onboarding including but not limited to opening and facilitation of account funding, asset/cash transfers, and portfolio maintenance.Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiriesManage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and proceduresPrepare material for client and prospect presentations, meetings, and reviews.Participate in other duties as requested by Relationship Managers3+ years of financial industry experience.BS/BA Degree required