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Wealth Management Client Liaison

2 months ago

Wilmington, Delaware, United States Wilmington Trust Full time

Job Title: Client Relations Specialist

Company: Wilmington Trust

Support various facets of trust and entity management for affluent clients within the Global Capital Markets sector. Act as the main contact for client inquiries and requests. Cultivate client relationships, offer strategic recommendations for business initiatives, and ensure overall client satisfaction.

Key Responsibilities:

  • Manage client relationships and provide insightful recommendations for internal business operations
  • Assist in activities that drive revenue and oversee client strategies
  • Develop and sustain client relationships, promptly addressing issues and fulfilling requests
  • Coordinate with service partners and remain informed about industry trends
  • Comply with company policies, controls, and risk management standards
  • Support colleagues and foster an inclusive workplace environment
  • Uphold internal control measures and respond to audit findings

Required Education and Experience:

A minimum of 4 years of higher education or relevant work experience, including at least 1 year of direct client interaction. Strong emphasis on customer service, excellent communication skills, and the ability to collaborate effectively within a team.

Preferred Education and Experience:

A Bachelor's degree in Finance, Business, Economics, or Accounting, along with at least 1 year of pertinent work experience. Proficient in software applications, with strong interpersonal skills and analytical capabilities.