Client Relationship Specialist in Wealth Management

2 weeks ago

Binghamton, New York, United States Wilmington Trust Full time

Overview:

This role is pivotal in facilitating client service and enhancing sales enablement efforts to foster new client connections while nurturing and expanding existing relationships with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients within Wealth Management.

It embodies the Client Service Value Proposition.

Engages and collaborates with essential stakeholders within the Wealth Management framework to guarantee clients have access to tailored resources and solutions that meet their unique needs and circumstances.

Employs operational, technical, and functional expertise to uphold the execution of policies and procedures that align with all facets of Wealth Management sales and service strategy. Addresses routine service challenges within the team.


Primary Responsibilities:


Manage the daily transactional requirements of wealth clients, which include, but are not limited to, issue resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance, ensuring timely and satisfactory resolutions for clients.

Utilize sound, independent judgment and take ownership of operational challenges arising from direct client interactions or feedback from the Client Team.

Resolve standard service issues with the objective of surpassing client expectations, thereby retaining and expanding client relationships. Facilitate the opening and onboarding of new client relationships by acclimating clients to our systems and confirming they have received all necessary information and materials.

Develop, manage, and sustain robust 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 sales support for market-specific initiatives, including event coordination, process enhancements, and sales strategies.

Stay informed on products and services, internal policies and procedures, and external developments, including regulations that may impact clients and the organization.

Review daily departmental reports to ensure adherence to operational, security, and audit protocols while promoting a positive client experience.

Follow established procedures when report reviews identify issues to ensure resolution.

Comprehend and comply with the Company's risk and regulatory standards, policies, and controls in alignment with the Company's Risk Appetite.

Identify risk-related concerns that require escalation to management.
Foster an environment that champions diversity and reflects the Wilmington Trust brand.

Uphold internal control standards, including the timely implementation of internal and external audit points along with any issues raised by external regulators as applicable.

Complete other related duties as assigned.

Education and Experience Required:
A Bachelor's degree and a minimum of 1 year of client service experience in financial services, or alternatively, 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. Strong customer service skills, interpersonal skills, verbal and written communication skills, and organizational skills are essential. Proficiency with personal computers and relevant software, including word processing, spreadsheets, and presentation tools is required.

Experience Preferred:

A minimum of 3 years of experience in private banking, wealth management, commercial banking, and/or branch operations. Familiarity with the Bank's retail and commercial banking systems and knowledge of Private Banking products and services is advantageous. Trust experience and the ability to work independently as well as in a team-oriented environment are preferred. Wilmington Trust is dedicated to fair, competitive, and market-informed compensation for our employees.

The pay range for this position is competitive based on the successful candidate's unique combination of knowledge, skills, and experience.

  • Client Relationship Specialist in Wealth Management

    2 weeks 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...

  • Client Relationship Specialist in Wealth Management

    2 weeks ago

    Binghamton, New York, United States Wilmington Trust Full time

    Overview: As a pivotal member of the Wealth Management team, you will facilitate client servicing and enhance sales enablement efforts aimed at establishing new client connections while nurturing and expanding existing relationships with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Your role is essential in delivering the Client Service...

  • Client Relationship Specialist in Wealth Management

    2 weeks ago

    Binghamton, New York, United States Wilmington Trust Full time

    Overview: This role is essential in providing support for servicing and related sales enablement activities aimed at fostering new client relationships while retaining and enhancing existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client connections within Wealth Management. The position is designed to deliver on the Client Service Value...

  • Client Relationship Specialist in Wealth Management

    2 weeks ago

    Binghamton, New York, United States Wilmington Trust Full time

    Overview:This role is essential in facilitating service and related sales support activities aimed at fostering new client connections while enhancing and preserving existing relationships with High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients within Wealth Management. The position is dedicated to delivering the Client Service Value Proposition....

  • Wealth Management Client Specialist

    2 weeks ago

    Binghamton, New York, United States M&T Bank Full time

    Role Overview:As a Wealth Management Client Specialist, you will play a crucial role in enhancing client satisfaction and fostering new business opportunities. Key Responsibilities:- Assist in the management of High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client accounts.- Support various client servicing initiatives to strengthen existing...

  • Client Relationship Specialist

    2 weeks ago

    Binghamton, New York, United States Peoples Security Bank & Trust Company Full time

    At Peoples Security Bank & Trust, we pride ourselves on providing a supportive environment where employees can thrive and reach their full potential.Our Client Relationship Specialists are dedicated to delivering outstanding service to our customers and prospects, focusing on fulfilling the financial needs of our diverse community. They engage with clients...

  • Wealth Management Client Service Representative

    2 days ago

    Binghamton, New York, United States Wilmington Trust Full time

    About the Role: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...

  • Client Relationship Specialist

    2 weeks ago

    Binghamton, New York, United States Peoples Security Bank & Trust Company Full time

    At Peoples Security Bank & Trust, we pride ourselves on providing an outstanding workplace where employees can thrive and realize their full potential.#TeamPSBTAs a Personal Banker, you will play a crucial role in delivering exceptional service to our customers and prospects, focusing on fulfilling the financial needs of our diverse community. You will...

  • Client Relations Specialist

    2 weeks ago

    Binghamton, New York, United States TeamWorld Full time

    GENERAL JOB OVERVIEWThe Client Relations Specialist collaborates closely with the purchasing, production, design, and logistics teams on a daily basis to oversee the customer portfolio for the program. This role is pivotal in fostering a consultative rapport with clients while providing essential administrative assistance internally. The Specialist will...

  • Client Support Specialist

    2 weeks ago

    Binghamton, New York, United States The Amynta Group Full time

    We are excited about your interest in becoming a part of The Amynta Group. The CLIENT SUPPORT SPECIALIST plays a crucial role in assisting the Customer Service Department with the management of various lines of commercial insurance, ensuring adherence to the quality and service benchmarks established by the organization. KEY RESPONSIBILITIES The ideal...

  • Registered Nurse

    5 days ago

    Binghamton, New York, United States HealthEcareers - Client Full time

    Job Title: Registered Nurse - Emergency DepartmentHealthEcareers - Client is seeking a skilled Registered Nurse to join their team in the Emergency Department. As a key member of the healthcare team, you will provide high-quality patient care and work collaboratively with other healthcare professionals to ensure the best possible outcomes.Job Summary:Provide...

  • Travel Nurse RN Specialist

    2 days ago

    Binghamton, New York, United States HealthEcareers - Client Full time

    Job Summary:HealthEcareers - Client is seeking a skilled Medical Surgical Travel Nurse to join their team. As a Medical Surgical Travel Nurse, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Key Responsibilities:Provide direct patient care to patients with a variety of medical conditions, including those...

  • Property Maintenance Specialist

    7 days ago

    Binghamton, New York, United States Breakwater Management, LLC Full time

    Job OverviewA Property Maintenance Specialist at Breakwater Management, LLC is expected to possess a range of qualifications and skills to effectively manage maintenance tasks in student housing.Valid Driver's License and Vehicle Access: This role necessitates a valid driver's license and reliable access to a vehicle for commuting to various properties,...

  • Client Relations Coordinator

    2 weeks ago

    Binghamton, New York, United States DoubleTree by Hilton Hotel Binghamton Full time

    Are you eager to advance your career in the hospitality sector by utilizing your sales expertise to engage new clients? Our dynamic establishment is in search of a sales support specialist who is committed to delivering outstanding customer service and ensuring a memorable experience for our patrons. Key responsibilities encompass addressing guest inquiries,...

  • Vendor Managed Inventory Specialist

    1 week ago

    Binghamton, New York, United States Thruway Fasteners Full time

    Job SummaryThruway Fasteners, Inc. is seeking a highly skilled Vendor Managed Inventory Specialist to join our team. As a key member of our distribution branch, you will be responsible for maintaining strong relationships with our key customers and ensuring seamless inventory management.Key ResponsibilitiesInventory Management: Consistently maintain accurate...

  • Inventory Management Specialist

    6 days ago

    Binghamton, New York, United States Thruway Fasteners Full time

    Position OverviewThruway Fasteners, Inc. stands as a premier distributor of industrial supplies, serving numerous original equipment manufacturers across multiple states and countries. Our mission is to enhance operational efficiency, foster growth, and swiftly address unique business needs and opportunities. Utilizing tailored technology solutions and...

  • Acute Care Nurse Practitioner Position in Binghamton

    7 days ago

    Binghamton, New York, United States The National Coalition of Healthcare Recruiters Full time

    (Only QUALIFIED Healthcare Professionals accepted) Nurse Practitioner or Physician Assistant - Acute Care Nurse Practitioner or Physician Assistant opportunity in Binghamton, NY (DAYS)This is an exceptional opportunity for an Acute Care Nurse Practitioner (ACNP) or Physician Assistant (PA) to join a dedicated and resilient team.The healthcare team consists...

  • Structural Engineering Project Specialist

    2 weeks ago

    Binghamton, New York, United States Fisherassoc Full time

    Join the Structures Team at Fisher Associates as a Structural Engineering Project Specialist.Are you proficient in Bridge Engineering? Fisher Associates is in search of a talented Project Specialist to contribute to our innovative Transportation Group.As a Structural Engineering Project Specialist, you will be instrumental in the design, evaluation,...

  • Sales Support Specialist

    2 weeks ago

    Binghamton, New York, United States DoubleTree by Hilton Hotel Binghamton Full time

    Sales Support Specialist RoleAre you looking for an exciting opportunity in the hospitality sector that allows you to leverage your sales expertise and engage new clientele? Our dynamic hotel is seeking a committed sales support specialist who emphasizes customer satisfaction and aims to deliver an exceptional guest experience.Key Responsibilities:Initiate...

  • Coating Specialist

    2 weeks ago

    Binghamton, New York, United States Aerotek Full time

    Job OverviewPosition Title: Coating Specialist (2nd Shift - 2:00pm to 10:30pm)The Coating Specialist role involves various preparation tasks related to paint application, primarily focusing on the masking and taping of components before the finishing phase. This position is structured to cultivate the essential skills required to become a skilled...