Wealth Support Specialist II

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, manage workload triage, and coordinate fulfillment with a centralized service team. Support administrative fitness, appointment scheduling, and preparation of client presentation/marketing materials, while maintaining accurate client records and monitoring transactions. Escalate at-risk relationships and partner with internal departments to support a superior client experience.