Senior Wealth Specialist

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary: This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented. Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management. Essential Duties and Responsibilities: Responds to customer inquiries, either by phone or in the office, with a high level of customer service. If supporting Private Wealth, assists with medium to high complexity of private wealth accounts. If supporting Institutional wealth, assists with medium to high complexity of corporate, institutional, or governmental accounts. Assists with the preparation of correspondence, client reports, and reports directly to other areas within the bank. Ensures that client records are maintained, according to policy and procedure, either el...