In this role, you will support activities include client service including on boarding, investment, trust and banking needs, operational processes including account opening/closing/ maintenance and wires, support activities for sales professionals.
In this role, you will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation.
In this role, you will support Managing Directors, Region Trust Advisors, Client Advisor, and Investment Strategist sales and client retention goals, identifying relationship deepening and enhanced client service opportunities.
The candidate will handling and preparation of general correspondence to customers (internal memos, financial data and asset record spreadsheets using trust application data), client presentation using Microsoft Office Suite and/or other Private Wealth Management software, and internal committee reports.
In this role, you will be responsible for identifying new and existing customer hardware needs and opportunities including the introduction of total solutions (hardware, software, and services) to clothe each sale.