Job description

The Wealth Management Client Service Specialist is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service functions within the wealth management department. The role will be integral in the onboarding of new clients, coordination of cash /non cash movements, ongoing maintenance of client investment accounts, providing support to Wealth Advisors and Trust Officers, and delivering daily service to wealth management clients. The position may also support other department initiatives as required.

• 2-5 years of experience in trust administration or client serving experience preferred
• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
• Collect appropriate documentation to set up new accounts
• Process account service requests and ensure appropriate documentation
• Input data into Financial Planning tools as needed
• Input orders within appropriate system and complete associated paperwork
• Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management
• Maintain contact management systems with up to date key client information
• Reviews pre-requisite requirements are adhered to prior to preparing loan documents (proper lending authority, collateral, etc.).
• Coordinates with wealth management team on marketing events and maintain marketing materials
• Processes and set up one-time or recurring ACH payments
• Backs up the Trust & Wealth Management Operations Administrator as needed
• Assist with on-boarding new members to the team

• High School Diploma or GED equivalent required.
• Bachelor's Degree in Business Administration or related field preferred.

Job Type: Full-time

Pay: $32,097.25 - $50,000.00 per year

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Miami, FL 33137: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Preferred)

Work Location: One location

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