Wealth Management Support Specialist
The Baldwin Group
The Baldwin Group is seeking a Financial Services Specialist to support investment and wealth management client relationships. You will work with financial advisors to open and service accounts, review transactions, and respond to client inquiries with proactive issue resolution. You will also configure accounts in wealth-management software, coach colleagues on client reviews, and manage life and disability processes from quotes to delivery. Travel may be required. #J-18808-Ljbffr The Baldwin Group
Vacancy posted 1 day ago
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