Wealth Support Specialist II ( Austin, TX.)

Provide in-office client and advisor support for a team of Wealth Advisors serving high-net-worth clients. Serve as a primary intake point for advisor and client requests, managing workload and triaging operational needs such as transfers, withdrawals, and account onboarding/maintenance through a centralized service team. Support administrative and sales/retention efforts, maintain accurate client records, escalate at-risk relationships, and ensure timely fulfillment with strong customer service.