Senior Wealth Specialist

SIMON•Rogers, AR

1d•Onsite

About The Position

This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented. Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.

Requirements

Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
Ability to write simple-to-business correspondence and routine reports.
HS Diploma/GED and Four to Six years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.
MS Office programs
Good oral and written communication skills.

Nice To Haves

Skills Training: Communication, Customer Service, Time Management

Responsibilities

Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
If supporting Private Wealth, assists with medium to high complexity of private wealth accounts.
If supporting Institutional wealth, assists with medium to high complexity of corporate, institutional, or governmental accounts.
Assists with the preparation of correspondence, client reports, and reports directly to other areas within the bank.
Ensures that client records are maintained, according to policy and procedure, either electronically or in hard copy.
Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and print client reports.
Ensures compliance with policies, procedures, and regulations, high-level customer satisfaction maintenance, and other duties as requested.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.