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Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing @ State Street

DallasOnsiteFull-time
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About this role

Embrace the opportunity to become an Advisor Support and Experience Lead, Assistant Vice President, Wealth Custody & Clearing. Deliver high-quality, relationship-focused service for RIA clients, resolve complex service inquiries, and drive operational excellence in a dynamic, technology-enabled environment. Grow your expertise in financial services and make a real impact on client experience.. Category: Sales and Client Relationship

Skills

client servicefinancial products knowledgeinvestment conceptscase managementsalesforce service cloudaccount servicingregulatory complianceservice level agreement adherenceworkflow automationai-assisted toolsdigital platforms proficiencystakeholder managementattention to detailonboarding supportaccount maintenance

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