Address
Form of workOverview
This Wealth Client Specialist (WCS) role supports both Fiduciary Officers as well as Wealth Consultants in the Wealth Management line of business. The position has responsibility for all service-related daily activities such as money movement, distributions, account opening/closing/maintenance and research as well as sales support duties such as prospecting research, client presentations, and other activities related to servicing clients in the Wealth book of business. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. WCS has opportunity to assist with book of business management. For example, actively participating in Client Service Plan activities, documentation, reviewing of notes and internal systems to support Advisor in maintaining and growing book of business.
Responsibilities
Qualifications
This Wealth Client Specialist (WCS) role supports both Fiduciary Officers as well as Wealth Consultants in the Wealth Management line of business. The position has responsibility for all service-related daily activities such as money movement, distributions, account opening/closing/maintenance and research as well as sales support duties such as prospecting research, client presentations, and other activities related to servicing clients in the Wealth book of business. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. WCS has opportunity to assist with book of business management. For example, actively participating in Client Service Plan activities, documentation, reviewing of notes and internal systems to support Advisor in maintaining and growing book of business.
Responsibilities
- Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
- Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
- Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
- Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.
Qualifications
- Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
