Private Wealth Client Service Specialist II

ThePrivate Wealth Management Operations Support teamassistsclients and associates in thedelivery of wealth management advice and solutions.

As theClient Service Specialist II you will beadministrating Investment Accounts and Individual Retirement Accounts.As such you will beserving as the main point of contact foryour clients as they have requests related to their accounts.You will act as a resource to other client service associates on the team providing leverage toexecute ontasks and responsibilities.

How you will spend your time:

• You will serve as the main point of contact for clients.
• You willbe responsible formanagingday to dayclient transactions such as money movementsdisbursements&receipts/deposits.

• You will work collaboratively with Senior Associates onteamto resolve complex client related issues and escalations.
• You will ensure clients have a positive service experience that always exceeds their expectations.
• You will build andmaintainclient relationships aimed at client retention and engagement.
• You willmaintainand update Salesforce CRM for all client activities.
• You willmaintainclient paperwork and electronic data files for all client relationships.
• You will understand the clients overall business needs and help identify value-added services that Private Wealth can provide.
• You will review activities within the job scope for sufficient controls to prevent errors fraud and misstatements of financial results.
• You will performAdministrative Compliance reviews with clients.
• You will ensure adherence to corporate policy operational policy and regulatory guidance.
• You will createand deliverprospectmarketing materials.
• You will ensure allminimumstandards of care are met across all client relationships assigned and that thereissufficient meeting preparation and follow-ups are delivered upon.
• Other duties as assigned.

Wereexcited to talk with you if:

• YoupossessaBachelorsdegree inrelevantfield or combination of education and experience that providesandequivalent background.
• You have3 years of applicable experience within Financial Services.

• Youhave an understanding offinancial services client service best practices and a knack for generating wow moments for clients.
• You have general knowledge of new account opening client onboardingrequirementsand cash management.
• Youare proficient inMicrosoft Office Suite (Word Excel PowerPoint SharePoint).
• You are proficientinSalesforceCRM software.

Bonus pointsif:

• You havedemonstratedclient service experience within a wealth management institution.
• You have knowledge of Personal Trust Custody and Investment management service offerings and account types.

• You have working knowledge of complex account types.
• You havedemonstratedexperience with a wide range of client situations and inquiries.
• You have experience in supporting financial planning data collection entry andprocess.
• You have general knowledge of compliance rules and regulations within wealth management.

• You haveproficiencyin UMB custody and clearing platforms such as SEI and FidelityWealthscape.
• You haveproficiencywitheMoneyclient portal and financial planning software.
• You haveproficiencyin Workday Peoplesoft ArcherSkillportand Hyperion.