Senior Coordinator for Wealth Management Banking

2 weeks ago

Seattle, Washington, United States WELLS FARGO BANK Full time
About the Position:

Wells Fargo is in search of a Senior Coordinator for Wealth Management Banking to join our Banking, Lending, and Trust division. This role is pivotal in ensuring that our clients receive exceptional service and support.

Key Responsibilities:
  • Assist seasoned Private Bankers with account management, sales initiatives, risk assessment, and client relationship management, effectively juggling multiple responsibilities.
  • Provide support in servicing Private Banking client accounts.
  • Engage with clients to pinpoint retention challenges and explore potential business growth opportunities across various product offerings.
  • Acquire a solid understanding of our products and develop fundamental client relationship management skills to cater to the financial needs of our clientele, potentially overseeing basic accounts.
  • Draft initial client communications and tailor professional presentation materials to bolster sales and marketing efforts.
  • Investigate and resolve operational challenges related to intricate accounts.
  • Collaborate with various centers and offices to facilitate daily transactions for bankers in sales and credit support.
  • Interpret and apply policies, procedures, and compliance standards.
  • May provide guidance and training to junior associates.
  • Work collaboratively with peers, colleagues, and management to address issues and meet objectives.
  • Engage with internal stakeholders.
  • Receive guidance from leadership while exercising independent judgment to comprehend functions, policies, procedures, and compliance standards.
  • This position involves client interaction and responsibilities that may include negotiating terms and processing applications for secured transactions, necessitating compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.
Required Qualifications:
  • A minimum of 4 years of experience in Wealth Management Banking or equivalent demonstrated through a combination of work experience, training, military service, or education.
Preferred Qualifications:
  • Experience in Wealth Management or Private Banking.
  • Understanding of processes related to opening new consumer and business deposit accounts, account maintenance, and compliance requirements.
  • Experience in a supportive role within a banking and trust context.
  • Ability to interpret policies, procedures, and compliance requirements.
  • Knowledge of trust documents and business formation documentation.
  • Capability to cultivate and manage client and business relationships.
  • Proficient technical skills to navigate various computer systems and applications.
  • Ability to work independently with minimal supervision in a structured environment.
  • Intermediate skills in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Exceptional verbal, written, and interpersonal communication abilities.
  • Strong customer service orientation while balancing the needs of clients and stakeholders.
  • Excellent telephone etiquette.
  • Meticulous attention to detail and accuracy.
  • Ability to thrive in a collaborative team environment across all organizational levels.
  • Strong prioritization skills to meet deadlines and manage workload effectively.
Job Expectations:
  • This position requires SAFE registration upon employment commencement. The registration process will be initiated immediately after your start date.
Compensation and Benefits:

Wells Fargo offers a competitive compensation package, including a base pay range reflective of skills, experience, and location. Additionally, eligible employees can access a comprehensive benefits package, including health benefits, retirement plans, paid time off, and various other employee support programs.

  • Senior Banking Coordinator for Wealth Management

    1 week ago

    Seattle, Washington, United States WELLS FARGO BANK Full time

    About Wells Fargo:Wells Fargo is committed to placing our customers at the forefront of our operations. We value diversity, equity, and inclusion, fostering a workplace where every individual feels appreciated and motivated.Position Overview:We are in search of a Senior Wealth Management Banking Coordinator (SAFE) within our Banking, Lending, and Trust...

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: Are you passionate about fostering strong and meaningful connections with clients in a boutique wealth management environment? At One Oak Wealth Management, we are dedicated to assisting clients in achieving their financial aspirations while positively influencing future generations. Our firm offers a comprehensive suite of...

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: We are a distinguished boutique firm dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations. As a comprehensive wealth advisory firm, we offer a wide array of financial...

  • Client Service Associate in Wealth Management

    2 weeks ago

    Seattle, Washington, United States One Oak Wealth Management Full time

    About One Oak Wealth Management: We are a distinguished boutique firm specializing in wealth management, dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations.Position Summary: We are currently in search of a...

  • Senior Wealth Management Advisor

    1 week ago

    Seattle, Washington, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the...

  • Senior Wealth Advisor

    2 weeks ago

    Seattle, Washington, United States Garde Capital, Inc. Full time

    Position Title: Wealth ManagerLocation: Seattle, WARole Overview:Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current...

  • Senior Private Banking Operations Specialist

    2 weeks ago

    Seattle, Washington, United States WELLS FARGO BANK Full time

    About Wells Fargo:At Wells Fargo, we prioritize our customers in every aspect of our operations. We are committed to fostering a diverse, equitable, and inclusive environment where every employee feels valued and inspired.Position Overview:We are currently seeking a Senior Wealth Management Banking Coordinator within our Banking, Lending, and Trust division....

  • Private Wealth Manager

    3 days ago

    Seattle, Washington, United States MRINetwork Jobs Full time

    Job OverviewMRINetwork Jobs is seeking a seasoned Private Banker to join our team of financial experts. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with tailored financial solutions and expert advice.Key ResponsibilitiesNew Business Development: Identify and pursue new...

  • Client Wealth Advisor

    2 weeks ago

    Seattle, Washington, United States Garde Capital, Inc. Full time

    Position Title: Wealth ManagerLocation: Seattle, WAOverview:Garde Capital, Inc. is in search of a dedicated wealth management advisor to implement our unique Wealth Management framework for both new and existing clientele. This role involves collaboration with a senior advisor, focusing primarily on enhancing the wealth management experience for our current...

  • Senior Wealth Management Advisor

    3 days ago

    Seattle, Washington, United States Whittier Trust Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing...

  • Wealth Management Specialist

    6 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Summary:We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Bank of America. As a key member of our Financial Services team, you will be responsible for providing exceptional client service and support to our clients, while also driving business growth and development.Key Responsibilities:Provide quality...

  • Director, Business Development – Wealth Management Solutions

    3 weeks ago

    Seattle, Washington, United States Monroe Capital LLC Full time

    All Jobs > Director, Business Development, Wealth Management Solutions - Pacific Northwest Director, Business Development, Wealth Management Solutions - Pacific Northwest Fully Remote • Seattle Full-time Description Monroe Capital is seeking an investment Business Development professional to help support and promote the firm's Private Credit...

  • Senior Client Advisor

    1 week ago

    Seattle, Washington, United States International Search Consultants Full time

    Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...

  • Senior Wealth Management Consultant

    2 weeks ago

    Seattle, Washington, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a prominent Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and insights to the world's most successful individuals, families, and organizations, adhering to our core values of service, expertise, and...

  • Experienced Private Wealth Consultant

    1 week ago

    Seattle, Washington, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are dedicated to excellence. Our mission is to assist customers and businesses in making informed financial choices while fostering growth in the communities we serve. We recognize that our collective ambition is brought to life through the unique potential of each individual. A career with U.S. Bank opens up a diverse array...

  • Wealth Management Associate

    3 days ago

    Seattle, Washington, United States Equitable Services Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide financial products and services to clients, including education and...

  • Wealth Management Associate

    4 days ago

    Seattle, Washington, United States Equitable Holdings Full time

    **About Equitable Advisors**Equitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals and organizations achieve their long-term goals. Our mission is to provide innovative solutions and expert guidance to build fulfilling futures.**Job Summary**We are seeking a talented Wealth Management Associate to join our...

  • Senior Vice President, Wealth Management Advisor

    2 weeks ago

    Seattle, Washington, United States The Whittier Trust Company Full time

    Position OverviewAt The Whittier Trust Company, we pride ourselves on being more than just a financial service provider; we are dedicated partners with a rich legacy of successfully navigating the financial landscape to safeguard and enhance our clients' wealth across generations. As a premier, privately held multi-family office on the West Coast, our...

  • Wealth Management Tax Specialist

    2 weeks ago

    Seattle, Washington, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Charles Schwab's Wealth and Advice Solutions represents a comprehensive Wealth Management division, renowned for its exceptional personal relationships, specialized services, and continuous advice grounded in a strategic investment approach. The Wealth Strategies Consulting Group is dedicated to addressing the...

  • Wealth Management Consultant

    1 week ago

    Seattle, Washington, United States Jobot Full time

    Exciting Opportunity for a Certified Financial PlannerAs a personal Chief Financial Officer, you will oversee clients' wealth strategies. This role is hosted by Jobot, a leader in the financial services industry.Salary:$85,000 - $135,000 per yearAbout Us:Our firm has established itself as a premier organization, committed to creating an exceptional...