Wealth Support Specialist II (Knoxville,TN.)

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 advisor and client requests, manage workload, and triage operational requests (e.g., transfers, withdrawals, account opening/maintenance) to a centralized service team. Support sales and retention through scheduling, follow-ups, and preparation of client presentation and marketing materials while maintaining accurate client records and escalating at-risk relationships.