Wealth Client Specialist Salaries in the United States

Maintain positive working relationships with various departments and individuals who are designated to support wealth management client service efforts (credit underwriting needs, mortgage underwriting, investment management, trust and fiduciary services, insurance services, etc.).

Continually recognize that the Wealth Client Specialist is often the high net worth clients window to the bank, and as such, continually render extraordinarily responsive and personal service to WM clients.

In certain instances, a wealth management advisor may have to coordinate input from outside financial experts, as well as the client’s own service professionals (for example, an attorney or accountant) to craft the optimal strategy to benefit the client.

A new owner may also point out that smaller wealth management firms are able to provide more personalized client support given the smaller client base, ensuring more attention is paid to their account and maximizing their.

Additionally, Brooke Lacey, Cameron Dennis and Jack Delaforce have been appointed as vice-presidents in BlackRock’s wealth client distribution team based in Brisbane, Melbourne and Sydney, respectively, in recent months.