Wealth Management Specialist
3 weeks ago
Job Summary: We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our team, you will manage all administrative aspects of a portfolio of Wealth Management accounts.
Key Responsibilities:
- Manage assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
- Assist clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services.
- Oversee the set-up of new clients within the portfolio on the trust accounting system to ensure accuracy of mailings, tax reports, and statements, and account information.
- Identify and escalate opportunities for process improvement.
- Assist with business development opportunities as requested.
- Engage with other lines of business within the Bank to fully serve clients' financial needs.
- Participate in required annual Administrative Reviews of accounts.
- Provide expertise, guidance, and skill development support to other team members.
- May directly supervise the work of Client Service Associates and/or Senior Client Service Associates.
Qualifications:
- Bachelor's degree in business, finance, or a related field. An MBA is preferred.
- Ability to generate net new business is a plus.
- Completion of a multi-year Trust School program is preferred.
- Certified Trust & Financial Advisor (CTFA) designation is preferred.
- Minimum 7 years' experience in financial services, including 4 years of direct client management.
- Proven analytical and decision-making skills, with effective problem resolution.
- Excellent communication skills, both verbal and written, including proper business letter and email writing.
- Excellent client service skills.
- Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
- Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
- Attention to detail.
- Positive attitude, team player, and willingness to accept new assignments and pitch-in.
- Valid driver's license.
Working Conditions/Physical Demands:
- Normal office environment.
- Frequent sitting and standing at a desk.
- Heavy keyboard use.
- 10% - 15% driving time.
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