Wealth Services Specialist

This role primarily provides trade execution and account support services to the WPB Premier client base, including advisor-led and Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such as WRMs (Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales Management. Responsible for receiving and executing domestic and international securities orders and providing high quality information and brokerage account maintenance services to clients, internal and external, and in multiple languages.