Wealth Management Specialist
3 weeks ago
**Job Summary:**
We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our team, you will manage all administrative aspects of a portfolio of Wealth Management accounts.
**Key Responsibilities:**
* Manage assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
* Assist clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services.
* Oversee the set-up of new clients within the portfolio on the trust accounting system to ensure accuracy of mailings, tax reports, and statements, and account information.
* Identify and escalate opportunities for process improvement.
* Assist with business development opportunities as requested.
* Engage with other lines of business within the Bank to fully serve clients' financial needs.
* Participate in required annual Administrative Reviews of accounts.
* Provide expertise, guidance, and skill development support to other team members.
* May directly supervise the work of Client Service Associates and/or Senior Client Service Associates.
**Requirements:**
* Bachelor's degree in business, finance, or a related field. MBA preferred.
* Ability to generate net new business is a plus.
* Completion of a multi-year Trust School program preferred.
* Certified Trust & Financial Advisor (CTFA) designation preferred.
* Minimum 7 years of experience in financial services, including 4 years of direct client management.
* Proven analytical and decision-making skills, with effective problem resolution.
* Excellent communication skills, both verbal and written, including proper business letter and email writing.
* Excellent client service skills.
* Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
* Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
* Attention to detail.
* Positive attitude, team player, and willingness to accept new assignments and pitch-in.
* Valid driver's license.
**Working Conditions/Physical Demands:**
* Normal office environment.
* Frequent sitting and standing at a desk.
* Heavy keyboard use.
* 10% - 15% driving time.
* Hybrid Role.
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