Wealth Sales and Service Consultant

Provide in-office client and advisor support for a portfolio of high net-worth clients, serving as a primary intake point for requests. Manage workload triage through back-office channels, maintain accurate client records, and deliver banking, lending, Trust, treasury, and payment support. Lead client onboarding and maintenance for complex products with a strong risk/compliance focus, participate actively in the sales process, and support retention and relationship expansion.