Wealth Management Associate

2 weeks ago

Iowa City Iowa, United States MidWestOne Bank Full time

Overview:
At MidWestOne Bank, our employees are our top priority. We pride ourselves on being a community bank with a culture rooted in integrity and exceptional customer service. Our team members are the cornerstone of our achievements.

If you are looking to join an organization that appreciates your contributions, nurtures your skills, and supports your personal and professional growth, your search ends here.


The Wealth Management Associate plays a vital role in assisting the sales and service teams within our Private Wealth division, which encompasses Private Banking, Wealth Advisors, Private Wealth Advisors, and Portfolio Managers.

In this position, approximately 50% of your responsibilities will involve supporting the daily operations of our Private Banking team, while the other 50% will focus on facilitating Private Wealth meetings for both prospective and existing clients.


Responsibilities:

Private Banking Support:
Drafts letters, memorandums, and reports.

Handles payment processing, advances, and wire transfer requests; assists officers in opening new accounts, maintaining client accounts, and preparing loan documentation.


Assists in researching and resolving customer inquiries, providing high-quality customer service via phone, email, and in-person interactions with both internal and external clients.

Conducts daily overdraft reviews.

Acts as a contact for the service center when Private Banking representatives are unavailable.

Assists in managing customer data.

Identifies opportunities (such as monitoring large transactions, accounts that should be Private Banking clients, etc.)

Serves as a liaison for marketing and supports new product development.

Private Wealth Sales and Prospect Support:

Prepares materials for client reviews and collaborates with the team on inserts, binding booklets, and meeting preparations.

Creates prospect materials for the field as directed by the sales team. Binds booklets and other materials as needed.

Assists the Chief Investment Strategist with marketing materials focused on thought leadership.

Follows up on new client onboarding and collaborates with the administrative team to ensure a seamless client experience, including follow-up on necessary information for transferring existing assets.

Supports regional teams in organizing client events.

May be responsible for direct outreach to clients for scheduling, follow-up, and paperwork.

The Perks:

Competitive base salary with additional performance-based incentives (incentives vary by role).

Opportunities for career development and continuous learning.

Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more.

100% vested 401(k) Retirement Plan with company matching.

Comprehensive Medical, Dental, and Vision insurance.

Flexible spending plans & Health savings accounts with employer contributions.

Student Loan Debt Reduction Program & Tuition Assistance Plan.

Employee Stock Ownership Plan.

Employer-provided group life insurance with options to purchase additional coverage for you and your family.

Employer-provided long-term and short-term disability insurance.

Additional insurance options to meet personal needs: Critical Illness and Accident insurance.

Wellness Program.

Complimentary banking services and other financial service discounts.

Take Your Dog to Work Day in June.

Employee Rally Day - a day dedicated to celebration and recognition.

Qualifications:
Post-secondary education preferred or an equivalent combination of education and relevant work experience.

Three to five years of experience in a sales support role or another client-facing position is preferred.

We RISE by uplifting others. RISE stands for Retention, Innovation, Support, and Empowerment.

Through RISE, we aim to foster a culture of diversity, inclusion, and belonging both at work and in our communities.

Our commitment to RISE is evident in our operating principles, people, and culture.

We pledge to engage in continuous learning to understand and support individual differences, embrace each other's strengths, and provide opportunities for everyone to work towards and achieve their full potential.

Now that you know more about us and the position, we look forward to learning about you.

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