• Support a global wealth management team in delivering exceptional client service and experience
• Manage several tasks in a fast-paced environment, while delivering accurate and timely results
• Work directly with sophisticated ultra-high net worth clients including corporate executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing
• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Accurately collect documentation for service requests
• Collaborate with all team members on various projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements