Customer Support

• Provides in-office client and advisor support to a team of Wealth Advisors
• Closely works with assigned advisor(s) to meet the needs of the client
• Serve as the primary point of intake for requests
• Support workload management and delegate requests to a centralized service team
• Support administrative fitness efforts through review of reports
• Support sales and retention efforts by scheduling appointments
• Triage and delegate related requests to the centralized service team
• Ensure client and advisor requests are fulfilled in a timely manner
• Enter and maintain appropriate client records
• Respond to client requests for information and assistance

Wealth Support Specialist

Inbound Customer Service Agent

Project Support Specialist I