1 private bank wealth advisor ii jobs found in Houston

Description Summary: The Premier Service Specialist II provides administrative and service support for investment management, IRA, and/or trust relationships within the Premier Solutions segment in the Private Bank, serving clients with under $1MM in assets. This role emphasizes operational accuracy, fiduciary awareness, and a high‑quality client experience for Premier Solutions clients, beneficiaries, and advisors. Duties and Responsibilities: Support the daily administration of Premier Solutions accounts, including funds movement, asset transfers, RMD processing, and beneficiary distributions. Serve as a primary point of contact for clients, Premier Relationship Managers, and internal partners. Maintain accurate documentation in accordance with bank polices, procedures and regulatory requirements. Monitor account activity to ensure alignment with governing documents and...