Senior Client Service Specialist

2 months ago

Minneapolis, Minnesota, United States Old National Bank Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Client Service Specialist to join our team at Old National Bank. As a key member of our Wealth Management group, you will be responsible for providing exceptional administrative and sales support to our High Net Worth (HNW) Wealth Advisors.

Key Responsibilities
  • Organizational and Administrative Support
    • Provide high-level organizational and administrative support to the HNW Advisory group, including maintaining client files and records, preparing client mailings, and engaging with internal departments to effectively manage client relationships.
    • Act as a liaison to assigned Advisors, understanding client, department, and organizational priorities.
    • Provide day-to-day support to HNW Advisory clients, including tasks such as researching and resolving account issues, escalating client matters to management, and processing client maintenance requests.
    • Coordinate internal and external meetings, including confirming meetings/appointments, reserving meeting space, and preparing meeting space with audio-visual technology as needed.
    • Arrange corporate travel, including developing itineraries and agendas, arranging transportation, lodging, and meeting accommodations.
    • Discover, analyze, and research account problems and recommend solutions as appropriate.
    • Establish and maintain orderly record-keeping systems, ensuring the maintenance of confidential account files.
  • Administrative Technical Knowledge and Communication
    • Provide assistance to HNW Relationship Managers in the completion of technical tasks and projects.
    • Assist in preparing client presentations as needed.
    • Build and maintain effective working relationships with other team members to ensure high-quality and timely administration of assigned accounts.
    • Maintain compliance with all internal policies and procedures, as well as regulatory requirements.
    • Provide large degrees of client, technical, and project-related support.
  • Execution of Exceptional Client Experience
    • Monitor and execute all tasks required to fulfill customer service plans/objectives and meet day-to-day inquiries from clients.
    • Resolve client issues.
    • Effectively manage and deepen client relationships, including providing a superior level of client service in any direct client engagement.
    • Actively identify and refer business opportunities to internal business units, where appropriate.
    • Provide administrative support to HNW Relationship Managers, including tasks such as preparing/assembling client/prospect materials for meetings/presentations, preparing mailings, assisting with client activities, and processing daily mail.
    • Ability to interact effectively in a team environment.
    • Demonstrated proficiency and effectiveness in strong customer service, communications, problem-solving, and organizational skills.
    • Follow-up on client issues and relay information to clients through correspondence, telephone communications, and conferences.
    • Resolve client requests and refer complex inquiries to HNW Relationship Managers.
  • Product Knowledge
    • Maintain up-to-date advanced knowledge of HNW product offerings and processes, changing ONB policies and procedures, and participate in all required compliance product and service training.
    Qualifications and Education Requirements
    • Associates or Bachelor's degree preferred or three years related work experience.
    • Must demonstrate a high level of professionalism, superior client service, and the ability to interact with clients and associates at all levels.
    • Must possess strong verbal, written, and presentation skills.
    • Highly motivated and organized, with a strong attention to detail, and the ability to prioritize work; an ability to meet strict deadlines, multi-task, and work with the HNW Advisory group and other ONB departments.
    • Prior experience in Wealth Management preferred.
    • Proficient in all Microsoft Office Applications.
    • Experience with working with a CRM system preferred.

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