IPB U.S. Client Service Associate – English fluency with optional language skill (Spanish, Greek, French or Russian)
Role Responsibilities Support Wealth Advisor with sales support, maintenance requests and troubleshoot operational issues Provide strong support to Wealth Advisor across periodic reviews for KYC, Account Activity, AML, etc. Process a variety of daily administrative account servicing tasks Lead account opening applications, profiling of clients in internal systems and building strong operational knowledge base Qualifications Interest in Financial Services with prior experience working with Financial Advisors and Bankers a plus. Proficient in software applications (ex. […]
