Job ID | 2024-4962 | Category | Wealth Management | Type | Full-Time | Workplace policy | Hybrid |
The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash /non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required.
Principal Duties & Responsibilities: