Wealth Management Associate

3 days ago

Grand Rapids, Michigan, United States Old National Bank Full time
Job Title: Wealth Client Service Specialist

Old National Bank is seeking a highly skilled and detail-oriented Wealth Client Service Specialist to join our team. As a key member of our Wealth Management group, you will provide exceptional administrative and sales support to our High Net Worth (HNW) Wealth Advisors.

Key Responsibilities:
  • 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, and provide day-to-day support to HNW Advisory clients.
  • Research and resolve account issues, escalate client matters to management, and process 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.
  • Maintain orderly record-keeping systems and ensure the maintenance of confidential account files.
Requirements:
  • Strong working knowledge of lines of business to provide confident responses and direction to customers.
  • Excellent communication and interpersonal skills to build and maintain effective working relationships with team members.
  • Ability to maintain confidentiality and handle sensitive and confidential information.
  • Strong organizational and time management skills to prioritize tasks and meet deadlines.
About Old National Bank:

Old National Bank was established in 1834 and is the largest financial services holding company with dual headquarters in Chicago and Evansville, IN. We provide an array of services to our clients, including Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our team members balance work life with home life, we create a more productive workforce and a stronger company.

  • Office Manager

    1 day ago

    Grand Rapids, Michigan, United States Innovia Wealth Full time

    About Innovia WealthInnovia Wealth is a boutique wealth management firm dedicated to providing expert advice and individualized recommendations built on deep personal relationships. With 200 years of combined experience, our team strives to deliver a better wealth management experience.Job SummaryThe Office Manager at Innovia Wealth will play a pivotal role...

  • Wealth Management Team Lead

    2 weeks ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

  • Wealth Management Team Supervisor

    2 months ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role: Reporting directly to the FVP of Wealth Management, the primary responsibility of the Senior Licensed Sales Assistant is to oversee the client service center and provide sales and operational support for the Investment Banking Wealth Management team. This position is accountable for the daily functioning of the Wealth Management call...

  • Wealth Management Professional

    4 weeks ago

    Grand Rapids, Michigan, United States MassMutual Great Lakes Full time

    Unlock Your Potential as a Wealth AdvisorAt MassMutual Great Lakes, we're seeking a talented and ambitious Wealth Advisor to join our team. As a key member of our organization, you'll have the opportunity to build and grow your own financial advisory practice, leveraging our resources and expertise to drive success.Key Responsibilities:Prospecting and...

  • Client Services Associate

    1 month ago

    Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    {"Job Title": "Client Services Associate", "Job Description": "Job SummaryStonebridge Financial Partners, LLC is seeking a highly skilled Client Services Associate to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and support to our clients.Key ResponsibilitiesCollaborate with...

  • Client Service Center Manager

    1 week ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

  • Client Services Associate

    1 month ago

    Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    {"Job Title": "Client Services Associate", "Job Summary": "We are seeking a highly skilled and motivated Client Services Associate to join our team at Stonebridge Financial Partners, LLC. As a Client Services Associate, you will play a critical role in delivering exceptional client service and support to our clients.Responsibilities:* Collaborate with our...

  • Client Service Associate

    2 days ago

    Grand Rapids, Michigan, United States Stifel Financial Full time

    Job Title: Client Service AssociateStifel's PearlStreet Investment Management team is seeking a highly skilled and organized Client Service Associate to support a team of financial advisors focusing on corporate retirement plans.The ideal candidate will provide administrative and clerical support, including managing client service materials, coordinating...

  • Client Service Associate

    2 weeks ago

    Grand Rapids, Michigan, United States Stifel Financial Corp. Full time

    Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial Corp. This role will provide administrative support to our financial advisors and contribute to the success of our corporate retirement plans team.Key Responsibilities:Manage client service materials,...

  • Market Supervision Manager

    4 weeks ago

    Grand Rapids, Michigan, United States Bank of America Full time

    Job Description:At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth and innovation. As a Market Supervision Manager, you will play a critical role in supporting the Merrill Wealth Management Market Executive in achieving business objectives and minimizing regulatory and financial risk.Key...

  • Tax Manager

    2 days ago

    Grand Rapids, Michigan, United States Plante Moran Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Manager to join our team at Plante Moran. As a Tax Manager, you will be responsible for leading tax engagements, managing client relationships, and providing technical expertise to clients.Key ResponsibilitiesLead tax engagements, including review of tax returns, estimated payments, and...

  • Client Service Associate

    3 weeks ago

    Grand Rapids, Michigan, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide administrative support to our financial advisors, focusing on corporate retirement plans. Your primary responsibilities will include managing client service materials, coordinating...

  • Senior Licensed Sales Assistant

    1 week ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Job:The Sr. Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will also serve as an internal sales associate for the investment reps.Key Responsibilities:Manage the...

  • Senior Licensed Sales Assistant

    1 month ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

  • Client Service Associate

    4 weeks ago

    Grand Rapids, Michigan, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and operational efficiency.Key ResponsibilitiesManage client...

  • Senior Licensed Sales Assistant

    1 day ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Role:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will oversee the daily operation of the IB Wealth Management call center and serve as an internal...

  • Client Service Associate

    2 days ago

    Grand Rapids, Michigan, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and compliance.Key ResponsibilitiesManage client service...

  • Financial Services Coordinator

    3 weeks ago

    Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Job Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Key Responsibilities:Collaborate with Wealth Advisors to prepare for...

  • Senior Licensed Sales Assistant

    1 week ago

    Grand Rapids, Michigan, United States Independent Bank Full time

    About the Job:The Senior Licensed Sales Assistant will report directly to the FVP of Wealth Management and be responsible for managing the client service center and providing advisor sales and operational assistance for the IB Wealth Management team. This role will also serve as an internal sales associate for the investment reps.Key Responsibilities:Manage...

  • Financial Services Coordinator

    2 weeks ago

    Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full time

    Job Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Responsibilities:Collaborate with Wealth Advisors to prepare for...