Client Support Specialist, Wealth

Job description

Job DetailsJob Location: Central Alabama - Birmingham, AL 35209Job Shift: DayJob Category: Client SupportOakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic). Summary: This role will lead the efforts in onboarding new clients, working closely with Client Advisors and Wealth Teams, and play an integral role in the internal and external experience. Key Roles/Responsibilities: Provide exceptional service to clients and associates. Provide sales, processing, operational, and administrative support to Client Advisors. Manage daily client interaction/requests (phone, letters, and email). Successfully onboard new relationships (3, 3, 3). File management for compliance, regulator and internal file. Responsibility Details: Using independent discretion and judgement will approve the...