Wealth Management Client Service Representative
4 days ago
We are seeking a highly skilled and experienced Wealth Management Client Service Representative to join our team at Wilmington Trust. As a key member of our client service team, you will play a critical role in delivering exceptional service to our high net worth and ultra-high net worth clients.
Key Responsibilities:- Client Service: Provide exceptional service to our clients, including resolving routine service issues, opening and onboarding new client relationships, and building and maintaining strong client relationships.
- Transaction Support: Service the daily transaction needs of our wealth clients, including problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance.
- Sales Support: Provide sales support for market-specific special projects, such as event coordination, process improvement, and sales initiatives.
- Product Knowledge: Stay current on our products and services, internal policies and procedures, and external developments, including regulations.
- Compliance: Review daily department reports to ensure compliance with operation, security, and audit procedures, and follow established procedures to resolve any issues.
- Risk Management: Understand and adhere to our company's risk and regulatory standards, policies, and controls.
- Teamwork: Promote a diverse and inclusive work environment that reflects our company's brand.
- Education: Bachelor's degree and a minimum of 1 year's financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's financial services client service experience.
- Skills: Strong customer service skills, strong interpersonal skills, strong verbal and written communication skills, strong organizational skills, and proficiency with personal computers and pertinent software.
- Preferred Qualifications: Minimum of 3 years' private banking, wealth management, commercial banking, and/or branch experience, exposure to and knowledge of our retail and commercial banking systems, knowledge of Private Banking products and services, trust experience, and ability to work independently and in a team-based environment.
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