Senior Client Service Specialist

2 days ago

Minneapolis, Minnesota, United States Old National Bank Full time
Job Title: Senior Client Service Specialist

Old National Bank is seeking a highly skilled Senior Client Service Specialist to join our team. As a key member of our Wealth Advisory group, you will be responsible for providing exceptional client service and support to our High Net Worth (HNW) clients.

Key Responsibilities:
  • Provide administrative and sales support to HNW Wealth Advisors, 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.
  • Provide day-to-day support to HNW Advisory clients, including researching and resolving account issues, escalating client matters to management, and processing 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.
  • Establish and maintain orderly record-keeping systems, ensuring the maintenance of confidential account files.
Requirements:
  • Associates or Bachelor's degree preferred or three years related work experience.
  • Must demonstrate a high level of professionalism, superior client service, and the ability to interact with clients and associates at all levels.
  • Must possess strong verbal, written, and presentation skills.
  • Highly motivated and organized, with a strong attention to detail, and the ability to prioritize work, meet strict deadlines, multi-task, and work with the HNW Advisory group and other ONB departments.
  • Prior experience in Wealth Management preferred.
  • Proficient in all Microsoft Office Applications.
  • Experience with working with a CRM system preferred.

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace and hiring a diverse workforce. We welcome applications from qualified candidates without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

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