1834 Wealth Client Exp Spec

About the role

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite.

Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

Responsibilities

The 1834 Wealth Client Experience Specialist provides comprehensive support to High Net Worth (HNW) Wealth Advisors by exercising independent judgement in delivering exceptional client service, managing administrative and operational tasks, and assisting with business development initiatives. This role ensures superior client experience through proactive communication, technical expertise, and organizational excellence, while maintaining compliance with regulatory and internal standards.

• Client Experience & Relationship Management: Serve as the primary service contact for clients, exercising independent judgment to resolve complex inquiries and issues, and proactively identifying opportunities to enhance the client experience.
• Advisor Support & Business Development: Partner with Advisors to develop new business proposals and financial plans, leveraging analytical skills and market insights to shape client strategies.
• Technical & Administrative Support: Prepare accurate reports and maintain orderly, confidential client files and documentation.
• Collaboration & Stakeholder Engagement: Build effective relationships with internal and external stakeholders to ensure alignment and drive business growth.

Qualifications

• Bachelor’s degree preferred (or Associate’s degree with 5+ years of relevant experience).
• 3–5 years of experience in wealth management, financial services, or a related field.
• General knowledge of wealth management.
• Proficiency in Microsoft Office and CRM systems (Salesforce experience preferred).
• Strong verbal, written, and presentation skills.
• Highly organized, detail-oriented, and able to manage multiple priorities under tight deadlines.
• Demonstrated professionalism and ability to interact with clients and colleagues at all levels.
• Analytical and problem-solving skills with a creative approach to solutions.
• Ability to influence and recognize new business opportunities.

Pay

The salary range for this position is $62,300/yr - $122,400/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.