Job Title: Wealth ManagementService Specialist

Reports To: Managing Director, Wealth Operations and Innovation

Direct Reports: N/A

Salary Grade: 9

The Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The 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 Service Specialist will maintain awareness of identifying and managing risk and adhering to policies and procedures.

Greenville, SC and Orlando, FL

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

This position requires up to 10% travel.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.