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Private Wealth Concierge & Operations Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Citizens
Full Time position
Listed on 2026-02-01
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in Charlotte is seeking a Private Wealth Service and Support Specialist to enhance client experiences and drive business opportunities. You will engage in high-quality client services, ensuring adherence to regulatory standards, and resolving complex financial issues. High proficiency in customer service, analytics, and collaboration with teams is crucial, as you work to ensure optimal service delivery and operational efficiency.

The role includes working in the office, with potential hybrid arrangements post-training.
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