GenSpring Client Service Consultant, Private Wealth Management (New York, NY)
Job Description : Job Description
Serves as the primary team member responsible for day-to-day client contact for clients within GenSpring segment of ST Private Wealth Management. Identifies clients' needs to meet clients' tax, financial, estate planning, human capital and banking goals and objectives. Responsible for preparing customized client financial statements and investment reports, administering client banking functions, tracking investment allocations, planning client meetings, and managing tax related documents. As part of the GenSpring Team, the position works closely with a team of advisors to deliver services to clients. The Client Service Consultants will take part in family meetings which may include travel some of the time. Qualifications
Minimum Requirements: College Degree or 3-5 years experience in the financial services industry. Experience working with ultra high net worth families ($25MM and up) Preferred Requirements: College degree. Completion of designated trust schools CTFA certification
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
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