Private Wealth Management Relationship Specialist - Brevard County
About The Position
The Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of banking products and services—including trust, insurance, deposits, credit, mortgage, and investment services—to affluent clients. The role provides a high level of service to private wealth management clients and supports the team’s efforts to grow and retain clients. The specialist supports sales activities, handles routine day-to-day client transactions, maintains client records, assists with loan-closing documentation, and responds to client information requests within the appropriate level of authority. The role also involves monitoring certain first-line-of-defense risk activities. It requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). The position tracks time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. It may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Requirements
- Bachelor’s degree; or a high school diploma or GED and two years of general banking, paralegal, or client support experience.
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
- Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
- Analytical and problem-solving skills, including strong attention to detail.
- Collaboration and relationship-building skills.
- Organizational and customer-service skills.
- Verbal and written communication skills.
- Ability to develop comprehensive client correspondence proactively and thoroughly.
Nice To Haves
- Bachelor’s degree in a business-related field.
- One year of Private Wealth administration, Trust Support administration, or related experience.
- Fundamental understanding of Wealth Management processes.
Responsibilities
- Support sales efforts by assisting with appointment scheduling information, making follow-up telephone calls, and preparing and maintaining client marketing materials.
- Facilitate routine client transactions, including processing deposits, payments, transfers, and other basic transactions.
- Enter and maintain appropriate client records in Customer Relationship Management (CRM) tools.
- Prepare and assist with loan-closing documents.
- Respond to client requests for information and assist with basic inquiries within the appropriate level of authority.
- Process documentation for overdrafts and monitor various first-line-of-defense risk activities.
- Support the Private Wealth Management team’s efforts to grow and retain clients.
Benefits
- Paid vacation and sick time.
- 401(k) 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
