Analyst/Associate - Wealth Client Support Specialist

Job Purpose
We are seeking a detail-oriented and organized individual to join our team as a Wealth Client Support Specialist . The ideal candidate will have at least 1 year of working experience and a background in accounting and finance. This role will provide support to the Client Advisor team in the daily function of client relationship management, including but not limited to the administrative and operational functions of our front office, ensuring smooth and efficient support in providing a world class client experience for the UHNW.
Individual Contributor or People Manager

• Individual Contributor.

Duties & Responsibilities

• Provide support to team of bankers to ensure superior client experience for the organization.
• Assist with day-to-day administrative tasks including preparation of investment portfolio spreadsheets, trade recording, preparation of client source of wealth KYC, account onboarding, and preparation of subscript...