Client Services Associate - Wealth Management

Midland States Bank•Rockford, IL

1d•Hybrid

About The Position

The Client Services Associate ensures the highest level of customer satisfaction by providing excellent service and support to our clients. This role assists the Wealth Management Sales personnel, and works closely with the Wealth Management Advisor or Trust Officer in providing administrative support. This position is an individual contributor role.

Requirements

Associate degree or equivalent experience in Office Administration required
2+ years of experience in administrative, operational, receptionist or sales support position(s).
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
Strong oral, written, and interpersonal communication skills.
Strong organization and time management skills.
Strong attention to detail.
Ability to work independently and as part of a team.

Nice To Haves

Bachelor’s Degree preferred.

Responsibilities

Manages the day-to-day administration of accounts providing guidance on various financial products and services.
Proactively handles the account base to prevent and minimize service and operational issues.
Serves as additional point of contact for existing clients in collaboration with the assigned relationship manager.
Maintains contact with clients, beneficiaries, and referral sources to deliver agreed upon services, address inquiries and resolve issues.
Stays up-to-date on internal procedures related to distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts.
Prepares and verifies documentation on wealth management accounts.
Collaborates with Operation and Portfolio Management staff to enhance the overall client experience.
Manages day to day operations, scheduling meetings, screening calls, maintaining files, mail distribution, ordering office supplies and greeting walk-in clients.
Cuts and/or distributes checks as directed by Trust Administrator or Trust Officer.
Facilitates the preparation of routine correspondence and makes outbound client calls, supporting client relationships.
Receives service-related phone calls from clients and addresses their needs.
Enters client data into Salesforce/MoneyGuide Pro.
Prepares for and attends client meetings along with Advisor or Trust Officer as needed.
Assists with opening and closing accounts including obtaining information required for transfers.
Strictly to compliance and operational risk controls in accordance with Bank and regulatory standards.
Maintains compliance reporting and requirements.
Assists with Wealth Management Audits.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.