Wealth Management Services Specialist

City National Bank of Florida•Coral Gables, FL

About The Position

The Wealth Management Services Specialist Senior enhances the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role supports the onboarding of new clients, cash and non-cash movements, ongoing client account maintenance, and Wealth Advisors and Trust Officers. It also performs operational, compliance, and administrative functions, supports BCI Securities with account opening and services, and may assist with other department initiatives.

Requirements

2–4 years of client service experience; financial services industry experience is preferred.
In-depth knowledge of wealth and banking products.
Proficiency with loan and depository systems.
Proficiency in Microsoft Word, Excel, and Outlook.
Excellent verbal and written communication skills.
Strong attention to detail and demonstrated ability to multitask effectively.
Excellent interpersonal, telephone, and customer service skills.
High school diploma or GED equivalent required.
An associate degree in business or a related field is listed; an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Highly motivated self-starter.

Nice To Haves

Client service experience in the financial services industry.

Responsibilities

Partner with Wealth Advisors and Trust Officers to provide portfolio analysis, account creation and maintenance, and client or prospect meeting preparation.
Educate clients about account services and capabilities, including statements, confirmations, online services, and paperless options.
Provide customer service in partnership with Wealth Advisors to promote client retention.
Collect documentation for opening and closing accounts and making account changes; process service requests and ensure required documentation is complete.
Enter data into financial planning tools as needed, enter orders in the appropriate system, and complete associated paperwork.
Prepare client reports and meeting materials, as well as reports for senior management.
Maintain contact management systems and client account files with current information.
Prepare correspondence to clients, co-executors, guardians, and others, and respond to client telephone inquiries.
Coordinate with Trust Officers or Wealth Advisors regarding the release of information or funds.
Monitor daily income and principal cash balances and ensure prompt payment of bills, remittances, taxes, and other obligations.
Track transactions, process incoming funds received at the bank, and set up one-time or recurring payments.
Ensure funds are coded correctly for tax reporting purposes.
Work with Wealth Advisors and Trust Officers to complete formal account reviews.
Prepare for regular audits and follow up on outstanding issues.
Maintain account-specific compliance and regulatory standards.
Review new and existing KYC profiles for Bank clients for quality and perform maintenance as needed.
Partner with Banker teams to assist with KYC renewals for existing clients.
Maintain marketing materials and, as needed, help plan client events and seminars.
Assist with onboarding new team members.
Maintain risk awareness and regulatory knowledge.
Handle miscellaneous operational activities and projects as needed.