Wealth Client Services Specialist – Onboarding & Transfers

Carnegie Private Wealth; Charlotte (NC); In loco; USD 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Unlimited PTO

Medical, dental, vision

Descrizione del lavoro

Carnegie Private Wealth is seeking an operations-focused professional in Charlotte, NC to act as the first point of contact for money movements, new accounts, and beneficiary updates. This role emphasizes accuracy and adherence to checklists, ensuring timely, correct processing in coordination with Wealth Advisors.

The ideal candidate has 2–5 years in client service or operations in brokerage or wealth management, plus a detail-oriented mindset.

Competenze

• Associate's or Bachelor's degree preferred, with licenses sponsored for new hires.
• 2-5 years of client service or operations experience in brokerage, wealth management, or banking.

Mansioni

• Onboard new clients using checklists and templates from first signature to funded account.
• Open, transfer, and close advisory and brokerage accounts, overseeing asset transfers through completion.
• Process client-requested changes and transactions, including distributions and beneficiary updates.
• Manage advisors' task queue in WealthBox and keep client records current.

Conoscenze

Attention to detail

Phone communication

Team player

Customer service

Formazione

FINRA licenses 7/63/65/66 (preferred)

Strumenti

WealthBox

Descrizione del lavoro

Carnegie Private Wealth is seeking an operations-focused professional in Charlotte, NC to act as the first point of contact for money movements, new accounts, and beneficiary updates. This role emphasizes accuracy and adherence to checklists, ensuring timely, correct processing in coordination with Wealth Advisors.

The ideal candidate has 2–5 years in client service or operations in brokerage or wealth management, plus a detail-oriented mindset.