Private Wealth Service & Support Specialist

2 Months ago

Fernley, Nevada, United States

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Job Description

The job post is for a Private Wealth Service & Support Specialist at Jobs via eFinancialCareers in Fernley, NV. The role involves providing high-level processing and servicing to Private Wealth clients and colleagues, ensuring adherence to risk management practices and regulatory requirements. Responsibilities include resolving discrepancies, processing transactions, engaging with clients, and driving innovation. Qualifications include active Series 7, 63/66 licenses, 5+ years of financial services experience, strong customer service skills, and proficiency in complex investment products.

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