Wealth Management Client Services Administrator
About The Position
Fidelity Bank is seeking a Wealth Management Client Services Administrator to provide exceptional support to its Wealth Management team and deliver an outstanding client experience. This role involves assisting with client onboarding, account maintenance, and administrative tasks for senior officers, while ensuring accuracy, confidentiality, and compliance with regulatory requirements. The ideal candidate will coordinate workflows across departments, prepare documentation and reports, maintain records, and respond to client inquiries with professionalism and efficiency. Strong organizational skills, attention to detail, and a commitment to Fidelity Bank’s core values are essential for success in this position.
Requirements
- Strong organizational skills
- attention to detail
- commitment to Fidelity Bank’s core values
Responsibilities
- assisting with client onboarding
- account maintenance
- administrative tasks for senior officers
- coordinate workflows across departments
- prepare documentation and reports
- maintain records
- respond to client inquiries
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
