Private Wealth Management Specialist

Key Responsibilities: Partner with Financial Advisors to provide high-quality service and support to existing clients and prospective clients. Coordinate new client onboarding, account openings, transfers, and ongoing account maintenance. Facilitate client requests, including money movement, account updates, and other administrative transactions. Prepare materials and coordinate logistics for client and prospect meetings. Maintain accurate client information, records, and activity updates within the firm's CRM system. Assist with quarterly client reporting and portfolio review preparation. Coordinate client communications, follow-up activities, and client appreciation initiatives. Work collaboratively with advisors, custodians, and internal teams to ensure timely resolution of client requests.

Qualifications: Bachelor's degree required, preferably in business, finance, economics, or a related field. Minimum of two years of experience in wealth management, financial services, or a comparable client service role preferred. Excellent written and verbal communication skills with a professional, client-focused approach. Demonstrated ability to build and maintain positive relationships with clients and colleagues. Proficiency in Microsoft Office, particularly Excel and Outlook. Familiarity with CRM systems, financial planning software, and Schwab Advisor Center platform preferred.