Client Service Specialist II

Serve as the main point of contact for private wealth clients handling requests for Investment Accounts and Individual Retirement Accounts. Manage day-to-day client transactions such as money movements, disbursements, and deposits, and partner with senior associates to resolve escalations. Ensure client service standards are met, maintain client relationships for retention and engagement, update Salesforce CRM, manage client records, support compliance reviews, and help create prospect marketing materials.