Wealth Management Support (Max $26/hr W2)

Company Description

Finance

Job Description

** BACHELOR'S REQUIRED - Candidates need to have a Car to drive to this location

We are seeking a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors, Service Processionals, and Private Bankers through comprehensive knowledge of all SBL products and services.

Qualifications (REQUIRED):
• Minimum 2 years of banking/finance industry experience
• BA or BS degree

Qualifications (PREFERRED):
• Customer support and operations background

Skills / Abilities
• Excellent verbal and written communication skills. Extraordinary client service aptitude.
• Problem solving. Demonstrate creativity and thoughtful solutions in framing private banking transactions.
• Self-starter with the ability to work under pressure, meet deadlines, multi-task and manage expectations.
• Detail orientation with strong organizational and analytical skills.
• Proficient with Microsoft Office especially Excel and PowerPoint.
• Tableau/Access/SharePoint skills a plus.

Additional Information

All your information will be kept confidential according to EEO guidelines.