Private Wealth Management Relationship Specialist - Wealth Operations and Support

Regions Bank•West Palm Beach, FL

13d•$49,088 - $60,134

About The Position

At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team’s effort to grow and retain clients.

Requirements

High School Diploma or GED and four (4) years of Private Wealth administration, Trust Support administration or related experience
OR a Bachelor’s degree and two (2) years Private Wealth administration, Trust Support administration or related experience
Excellent collaboration and relationship building skills
Proactive and thorough in developing comprehensive client correspondence.
Skilled in identifying and socializing best practices
Distinct organizational and customer service skills
Excellent written and verbal communication skills
Proven analytical and problem-solving skills, including attention to detail.
Strong record keeping skills including proficiency in standard CRM software
Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)

Nice To Haves

Bachelor's degree in a business related field
Thorough understanding of Investment Services and Banking Industry
Solid understanding of Wealth Management processes
Fundamental knowledge of credit processes and Investment Services support
Trust Operations, Investment Operations, Wealth Management Operations and Support experience are strongly preferred.

Responsibilities

Facilitates day to day standard transactional needs of the client base, including processing deposits, payments, account transfers, bill payments, wire transfers or other client support transactions
Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
Responds to client requests for information and assists with general inquiries, within appropriate level of authority, including the processing of documentation for overdrafts, new account setup and monitoring of various first line of defense risk activities
Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development and client retention opportunities

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits