YOUR IMPACT

Are you looking to apply your problem resolution and customer services skills while deepening your understanding of the Private Wealth Management (PWM) business? Our PWM Client Implementation team is seeking a professional who is looking to collaborate with PWM Advisor Teams, Legal, Compliance, and Anti Money Laundering to facilitate account opening and account maintenance for PWM Clients while providing superior client service and subject matter expertise to our business partners.

BASIC QUALIFICATIONS

• Bachelor’s degree
• Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
• Series 7, 9, 10, 4 licenses
• Exceptional organization skills
• Good judgment and strong problem resolution skills
• Ability to multi-task and prioritize accordingly
• Experience managing client expectations
• Excellent communication and presentation skills

PREFERRED QUALIFICATIONS

• Foreign language skills
• 1-3 years financial industry experience (AML, Compliance or other Client On-boarding Regulatory e

Please refer the Job description for details