Wealth Management Client Services Specialist
Red Cedar/Fort Myersonsitemid$50K – $60K
Posted today · via Workday
About this role
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of client relationships, in addition to servicing clients and providing support to the Wealth Management Team. The Wealth Client Services Specialist will report to the Wealth Management Client Services Team Lead or Manager.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Red Cedar/Fort Myers. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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