The ideal candidate may come from a bank teller, personal banker, retail banking, financial services support, or similar client-facing operations background where they have learned the basics of account ownership, registrations, documentation, and transaction accuracy without being overly experienced or set in another firm’s way of doing things. This role is responsible for preparing and processing account paperwork, coordinating custodial requests, monitoring follow-through, and ensuring that clients experience a smooth, organized, and high-touch service process.