Private Wealth Management Specialist at LHH in Jacksonville, Florida

Posted in Other about 2 hours ago.

Type: full-time





Job Description:

LHH Recruitment Solutions is seeking a Wealth Management Specialist to take on a 7-month contract (with potential for extension) with a global banking leader. The ideal candidate has had wealth management exposure and customer service experience within a banking environment. Please continue reading and apply if interested!

Duties:
  • Support client relationships.
  • Respond to and research customer issues and inquiries.
  • Provide support to team as needed.
  • Share and research information regarding policies, procedures and regulatory requirements.

Required Skills:
  • 1+ years' work experience in a banking environment with exposure to Wealth Management.
  • Strong written and verbal communication abilities.
  • Exceptional customer service skills.
  • Ability to problem-solve and make strategic recommendations.
  • Ability to work overtime as it may be required to support business needs.

Location: Jacksonville, FL

Pay: $20-21/hr
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