Wealth Management Client Experience | Analyst | New York, NY
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About The Position
Partnering with our Private Wealth Clients to provide exceptional client service, operational support and risk management. Answering client questions on accounts, portfolios and records. Delivering world-class services to our clients and customers. Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving. SIE, Series 7 and 63 required (must be obtained within three months of employment). Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need. Specific roles will be confirmed through the interview process.
