Wealth Management Client Support Specialist
About The Position
This position reports to the SVP & Senior Wealth Management Officer. This dynamic role is responsible for the daily data processing and posting of various customer trust account activity and file maintenance information into the trust accounting system. The successful candidate will provide existing and prospective clients proper guidance and direction with regards to our BNH products and services. The Client Support Specialist provides administrative support services to assigned Wealth Management department personnel. Support will include (but is not limited to) assisting with the administration of accounts and scheduling client appointments. The incumbent will have direct contact with clients, attorneys, accountants and other professionals. Build strong, professional relationships with existing and prospective clients through providing quality service and becoming a trusted resource.
Requirements
- Strong attention to detail
- Proficient in Windows and Microsoft Office
- Ability to maintain the highest level of confidentiality in all manners
- Ability to arrive at sound business decisions and to be able to problem solve
- Ability to work both independently and as part of a team
- Superior customer service skills
- Two or more years of experience in banking or related position in sales and/or business development
Nice To Haves
- Associates or Bachelor’s Degree in Accounting, Finance or Business Administration or equivalent working experience
Responsibilities
- Daily data processing and posting of various customer trust account activity
- File maintenance information into the trust accounting system
- Provide existing and prospective clients proper guidance and direction with regards to our BNH products and services
- Provide administrative support services to assigned Wealth Management department personnel
- Assisting with the administration of accounts and scheduling client appointments
- Direct contact with clients, attorneys, accountants and other professionals
- Build strong, professional relationships with existing and prospective clients through providing quality service and becoming a trusted resource
Benefits
- Medical, Dental, Vision coverage effective on date of hire
- Paid vacation and Paid time off for volunteer work
- 401(k) with company match
- Incentive Compensation Plan based upon performance and plan guidelines
- Employee activities and recognition
- Health Savings Account
- Company Paid Short and Long Term Disability
- Voluntary employee paid benefits such as AFLAC
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
251-500 employees
