Private Wealth Specialist

First Business Financial Services, Inc. • Brookfield, WI

44d • Onsite

About The Position

Join us today as the Private Wealth Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Brookfield, WI location and onsite 5 days per week, 8am-5pm. OVERVIEW The Private Wealth Specialist supports Trust & Investment and Private Banking teams by helping manage client accounts and providing high-quality service. This role works closely with internal partners and clients to ensure smooth account administration, onboarding, and ongoing support. The position also serves as a key contact for clients, vendors, and advisors, helping maintain strong relationships and efficient operations. Specifically, as the Private Wealth Specialist you will: Client Service Excellence: Provide a high level of personal service to internal and external clients. Respond to daily inquiries and partner with Wealth Advisors to ensure client needs are met. Loan Processing: Manage new Private Wealth loan requests, renewals, and modifications. Support loan maintenance, reporting, and proposal preparation in collaboration with the Director of Private Banking & Client Services. Deposit Account Management: Coordinate onboarding and maintenance of Private Wealth deposit accounts, including documentation, information gathering, and product setup. Office & Client Support: Partner with the Client Services team to assist with phone coverage, greeting clients, cash handling, and notary services. Meeting Coordination: Schedule client meetings and pre-call planning sessions. Prepare meeting materials and assist with logistics. Attend client meetings as directed by Wealth Advisors.

Requirements

• Associate's degree in business related field or equivalent work experience
• Superior customer service skills
• Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
• Must type proficiently with a high degree of accuracy.
• Excellent interpersonal skills and written and verbal communication skills.
• Ability to handle pressure of meeting deadlines.

Nice To Haves

• Consumer loan documentation experience highly desired

Responsibilities

• Provide a high level of personal service to internal and external clients. Respond to daily inquiries and partner with Wealth Advisors to ensure client needs are met.
• Manage new Private Wealth loan requests, renewals, and modifications. Support loan maintenance, reporting, and proposal preparation in collaboration with the Director of Private Banking & Client Services.
• Coordinate onboarding and maintenance of Private Wealth deposit accounts, including documentation, information gathering, and product setup.
• Partner with the Client Services team to assist with phone coverage, greeting clients, cash handling, and notary services.
• Schedule client meetings and pre-call planning sessions. Prepare meeting materials and assist with logistics. Attend client meetings as directed by Wealth Advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: Associate degree