Wealth Management Service Specialist

Job Title: Wealth Management Service Specialist

Reports To: Managing Director, Wealth Operations and Innovation

Direct Reports: N/A

Salary Grade: 9

SUMMARY

The Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Service Specialist is also responsible for maintaining a high level of knowledge of products, services, and wealth systems to provide service excellence for our clients. The Service Specialist will maintain awareness of identifying and managing risk and adhering to policies and procedures.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High School diploma or equivalent and 2 or more years of customer service in one of the following areas:

• Banking

• Investment experience

• Trust administrations

• Strong Interpersonal skills.

• Strong written and verbal communication skills

• Ability to work in fast paced environment.

• Ability to work well independently and in a team environment.

• Microsoft suite proficient.

JOB FUNCTIONS

• Services customers by providing detailed information and addressing account serving needs.

• Assists the Private Banker, Trust Advisor, and/or Portfolio Manager by processing and maintaining accurate and complete documentation and providing sales support.

• Responsible for identifying, researching, analyzing, and resolving complex problems with accounts related issues.

• Maintains an effective rapport with clients and United Community personnel.

• Compliance with relevant regulatory requirements and internal policies.

• Performs other duties as assigned.

WORK ENVIRONMENT

Greenville, SC and Orlando, FL

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.