Wealth Support Specialist II (Naples, or Sarasota, FL.)

Provide in-office client and advisor support for a team of Wealth Advisors serving high-net-worth clients. Serve as the primary intake point for client and advisor requests, triage and delegate operational items (transfers, withdrawals, account opening/maintenance) to centralized service teams, maintain accurate client records, and support relationship management, sales/retention follow-ups, and client servicing with a strong focus on client experience.