Wealth Management Service Specialist

Job Description

Provides high quality service to Trust & Estate clients to deliver an exceptional client experience.

Provides support for various aspects of Trust & Estate account management and administration to ensure compliance.

Provides support to Front Office personnel through transaction processing and performing account maintenance while balancing both the customer and the bank's needs.

Identifies areas of improvement to support overall client experiences.

Identifies possible trends and barriers to defining a great customer experience and escalates these opportunities for improvement

Identify continuous improvement opportunities to increase departments’ performance such as process improvement, complaint investigation, etc.

Develop and maintain knowledge and understanding of processed performed within WMSS Specialists team.

Builds effective relationships with internal stakeholders.

Identifies and escalates all irregularities and discrepancies to management.

Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. WMSS is onboarding/offboarding wealth clients

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

5+ years experience in banking

Wealth management background

Experience with processing and approving transactions

Familiarity with:

Account maintenance

Retitling

Trust accounts

Custody accounts

IRAs

IMAs

Wealth operations processes

Post-secondary education in a related field.

Microsoft Office proficiency.

Strong verbal & written communication skills.