Wealth Management Middle Office Service Support Specialist I/II/III
Duties and Responsibilities: Level I - Possesses a moderate understanding of general aspects of the job. Works under the close direction od senior personnel in the functional area to effectively: Complete account opening/closing procedures. Assist Wealth Advisory personnel in the client onboarding process. Ensure client access to online wealth management programs, providing ongoing service support to the client; review and send client documents and notifications on accounts and perform ongoing maintenance and updates. Assist Compliance department with meeting necessary standards. Assist in the dual control audit procedures to verify team work. Review and maintain liability ins
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