Wealth Servicing Specialist 

Email resume to Larry Basilone - lbasilone@basilone.net

Our client, a growing money management firm with over a $Billion AUM is searching for a Wealth Servicing Specialist. This is a client facing role. You will be responsible for supporting Wealth Advisors at the firm, preparing and participating in High Net Worth client meetings, as well as communicating with clients, processing account information, transferring assets, and improving the client experience. This position provides high visibility potential to Wealth Advisors within the Pittsburgh Area and Senior Management including the CEO of the firm.

Qualifications:

• 2 - 5 years Customer service required

• Previous Wealth servicing experience is a Plus

• BS and / or Series 65 certification required

• Series 66 is a Plus

• Strong communication skills- written , oral

• Microsoft , Excel and administrative skills- necessary

Salary : $ 60,000 - $ 70,000 + Bonus 

Email resume to Larry Basilone - lbasilone@basilone.net

Industries/Specialties: finance, wealth services, customer service, administration, series 65, series 66, career growth