Wealth Management Client Sales Specialist

Location : On site listed in the job posting. Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM Summary The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedu…