Wealth Management Relationship Specialist recruitment
The Specialist coordinates the client onboarding process, serves as a point of contact for high net worth clients throughout the account opening/onboarding process and performs client account reviews, in conjunction with the RM and RA. Through daily responsibilities and projects, the Specialist will also become proficient in Morningstar Advisor software and will assist with the creation of long term Wealth Projections for the Wealth Management line of business.Client Account Onboarding Reviews-Request new account documents and review signed documents for completeness-Build trust and credibility Read more […]
February 24, 2012
• Tags: Asset Management careers in the USA, Wealth Management Relationship Specialist recruitment • Posted in: Financial • Comments Off on Wealth Management Relationship Specialist recruitment