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High Net Worth Service Associate - Regional Center - Covington, KY
Job Description: The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore have complex service and investment needs. In this role, you will help us to increase customer loyalty and drive business development opportunities. Relocation assistance may be available for those who meet eligibility requirements. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades


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