Private Wealth Service Specialist

The Private Wealth Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Private Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Private Wealth Service Specialist is also responsible for maintaining a high level of knowledge of products, services, and wealth systems to provide service excellence for our clients. The Private Wealth Service Specialist will maintain awareness of identifying and managing risk and adhering to policies and procedures.