Private Wealth Client Service Specialist II

Duties & Responsibilities

    Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients

Role Specific Job Duties:
•    Primarily focused on servicing lower value client segments
Function Specific Job Duties:
•    Serve as the main point of contact for clients
•    Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
•    Works collaboratively with Senior Associates on team to resolve complex client related issues and escalations
•    Ensure clients have a positive service experience that always exceeds their expectations
•    Build and maintain client relationships aimed at client retention and engagement
•    Manage new client onboarding process, inclusive of client setup in Total Wealth and eMoney
•    Maintain and update Salesforce CRM for all client activities
•    Maintain client paperwork and electronic data files for all client relationships
•    Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide
•    Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
•    Perform required Administrative Compliance reviews with clients
•    Ensure adherence to corporate policy, operational policy, and regulatory guidance
•    Manage client event requests and event planning
•    Creation and delivery of prospect and marketing materials
•    Prepares and submits all new bank custody accounts for approval by the Business Review Committee
•    Ensure all minimum standards of care are met across all client relationships assigned, and that there is sufficient meeting preparation and follow-ups are delivered upon
•    Other duties as assigned
Requirements    
MINIMUM:
•    Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background
•    3+ years of applicable experience within Financial Services

PREFERRED:
•    Demonstrated client service experience within a wealth management institution
•    Knowledge of Personal Trust, Custody, and Investment management service offerings and account types    MINIMUM:
Job Skills:
•    Great communicator with strong interpersonal skills
•    Systems thinking and complex problem solving
•    Attention to detail, yet ability to grasp big picture
•    Highly organized and can effectively multi-task
•    Understanding of financial services client service best practices and a knack for generating “wow” moments for clients
•    Able to balance a client experience mindset when managing and controlling business risks
•    Ability to work independently, collaborating with others to accomplish client objectives
•    Ability to adapt to changing information and business needs
•    Demonstrated ability to learn and communicate complex and detailed information
•    Analytical problem solver with the ability to think creatively
•    General knowledge of new account opening, client onboarding requirements and cash management 
•    Organize and prioritize activities to ensure completion within established deadlines
•    Exceptional written communication

Technical Skills:
•    Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
•    Strong proficiency in Salesforce CRM software    PREFERRED:
Job Skills:
•    Working knowledge of complex account types
•    Demonstrated experience with a wide range of client situations and inquiries
•    Experience in supporting financial planning data collection, entry, and process
•    General knowledge of compliance rules and regulations within wealth management 

Technical Skills:
•    Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape
•    Proficiency with eMoney client portal and financial planning software
•    Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
    •    Smart, intellectual, and business savvy
•    Driven to succeed; passionate
•    Trustworthy
•    Consistent high performer
•    Adaptable and able to adjust to many different personalities
•    Surrounded always by other high performers 
•    Very hard worker
•    Resourceful; overcome obstacles
•    Effective leader, even without authority
���    Down-to-earth, well-grounded, self-aware, humble
Work Environment    •    Type: Office Centric (60% In Office)
•    Location: Various Private Wealth Office Locations
 

Compensation Range:

$44,790.00 - $86,510.00

The posted compensation range on this li