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Client Relationship Specialist in Wealth Management

2 months ago

Binghamton, New York, United States Wilmington Trust Full time
Overview:
This role is pivotal in facilitating the servicing and associated sales enablement activities aimed at fostering new client relationships while retaining and enhancing existing connections with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients within Wealth Management. The position is integral in delivering the Client Service Value Proposition. Collaborating and communicating effectively with key stakeholders within the Wealth Management framework ensures that clients have access to tailored resources and solutions based on their unique needs and circumstances. The role also involves utilizing operational, technical, and functional expertise to support the execution of policies and procedures that align with the overarching Wealth Management sales and service strategy.

Primary Responsibilities:
  • Address the daily transactional requirements of wealth clients, including but not limited to problem resolution, account maintenance, wire transfers, and overdrafts, ensuring timely and satisfactory resolution.
  • Exercise sound judgment and take ownership of operational challenges arising from client interactions or feedback from the Client Team, aiming to resolve routine service issues while exceeding client expectations.
  • Facilitate the onboarding of new client relationships by guiding clients through our systems and confirming they have received all necessary information and materials.
  • Establish, manage, and nurture strong client relationships through daily interactions with clients, the Wealth Management team, and internal business partners, contributing to the retention and growth of existing client relationships.
  • Provide support for market-specific special projects, including event coordination, process enhancements, and sales initiatives.
  • Stay informed on products and services, internal policies, and external developments, including regulations that may impact clients and the organization.
  • Review daily departmental reports to ensure compliance with operational, security, and audit procedures, while fostering a positive client experience.
  • Understand and adhere to the organization's risk and regulatory standards, policies, and controls, identifying risk-related issues that require escalation to management.
  • Promote a diverse environment that reflects the organization's values.
  • Maintain internal control standards, ensuring timely implementation of audit points and addressing any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Education and Experience Required:
A Bachelor's degree along with a minimum of 1 year of client service experience in financial services, or a combined minimum of 5 years of higher education and/or work experience, including at least 1 year of client service experience in financial services.

Essential skills include strong customer service abilities, excellent interpersonal skills, effective verbal and written communication skills, and strong organizational capabilities. Proficiency in personal computers and relevant software applications is also required.

Education and Experience Preferred:
A minimum of 3 years of experience in private banking, wealth management, commercial banking, or branch operations is preferred. Familiarity with the organization's retail and commercial banking systems and knowledge of Private Banking products and services is advantageous.

Experience in trust services and the ability to work independently as well as collaboratively in a team-oriented environment are also valued.

The organization is committed to equitable, competitive, and market-informed compensation for its employees.