Job Description
Elevate client service as a Complex Account & Estate Service Specialist. Utilize your operational expertise to support Investment Advisors in effectively managing complex account transactions and estates. This position serves as a critical resource for managing inquiries related to trusts, multi-layered corporations, and estate accounts. You will ensure accurate documentation and timely responses with a focus on client service and efficiency. Collaborating with internal partners, you'll resolve complexities in account openings while maintaining high standards of compliance and operational excellence. Key Responsibilities: • Serve as the primary contact for complex and estate accounts • Ensure accuracy and timely responses for account openings • Collaborate with internal teams to resolve documentation issues • Track daily issues for insights into service improvements • Present analyzed data to stakeholders at all levels Requirements: • In-depth knowledge of regulatory compliance (KYC/AML/QI/FATCA) • Proven experience in Wealth Management account openings • Strong skills in business applications, especially MS Office • Exceptional relationship management and communication skills • Commitment to helping teams achieve client goals Maximize your impact by driving efficiencies in complex account management and elevating the client experience through tailored support. #J-18808-Ljbffr