PWM Account Opening Specialist
About The Position
The Private Wealth Management (PWM) Account Opening Specialist works with areas across Wealth Management and Operations to fulfill new account opening requests for banking deposit accounts and trust and investment accounts. The role serves as a subject matter expert on Private Wealth Management products and account-opening and funding procedures, and acts as the primary internal contact, owning the process from initiation through account funding. The specialist monitors stages of the account-opening process, understands applicable Service Level Agreements, and manages communication and follow-up with local Advisors and support staff. The role coordinates with departments to ensure customers’ products and services are implemented accurately and efficiently, and resolves issues involving missing or conflicting information and documentation by working with customers, sales staff, relationship managers, and operations staff as applicable.
Requirements
- Typically an associate degree and/or five or more years of relevant experience.
- Basic knowledge of applicable department operations and policies and bank products and services, obtained through training and experience.
- Effective verbal, written, and interpersonal communication skills.
- Proven client service and problem-resolution skills.
- Proficient computer navigation skills using software packages including Microsoft Office applications.
Responsibilities
- Fulfill new account opening requests for banking deposit accounts and trust and investment accounts.
- Own the account-opening process from initiation through account funding.
- Monitor stages of the account-opening process and understand applicable Service Level Agreements.
- Manage communication and follow-up with local Advisors and support staff.
- Coordinate with departments to ensure customer products and services are implemented in a timely, accurate, and efficient manner.
- Resolve issues involving missing or conflicting information and documentation by coordinating with customers, sales staff, relationship managers, and operations staff as applicable.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
