The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset transfers; handling client inquiries; and coordinating with specialists and service centers to deliver an integrated service to the client.
In this role, the selected candidate will act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed.
In this role, the selected candidate will be responsible for identifying, developing and sometimes leading <$10M deals, multi-disciplined teams, and integrating products and services required to meet business needs.
The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors.
As the SCR, you will be responsible for the development and closing of highly complex information technology solutions while interacting with senior client executives, which can include the CEO, CFO, CIO, Board of Directors and evaluation committees.
The Project Engineer is responsible for ensuring that all managed equipment is properly positioned on the Network Management platform(s) and all data necessary for its support found within the Customer Database(s) of Record.