Support the wealth management team with client service initiatives, mobile deposit processing, and ongoing account administration. Assist clients and advisors with internal and external asset movements while maintaining proper documentation and controls.
Numbers & Facts
Location
Greenville, SC
Salary
$50,000–$60,000 Per Year
Description
Salary: $50000-$60000
Is this your perfect fit?
Excellent office with a strong reputation and high integrity
If that describes you, we need to talk!
What your future day will look like:
Coordinate investment account openings and guide clients through the onboarding process with professionalism and attention to detail.
Serve as a primary point of contact for account servicing requests, transfers, and investment-related inquiries.
Initiate, monitor, and track account transfers to ensure timely and accurate completion.
Assist clients and advisors with internal and external asset movements while maintaining proper documentation and controls.
Maintain tracking reports and records related to account openings, transfers, and service activities.
Support the wealth management team with client service initiatives, mobile deposit processing, and ongoing account administration.