Client Service Specialist

Responsibilities

• Serve as the primary support resource to Wealth Advisors and Trust Officers.
• Respond to client inquiries and service requests, ensuring accurate and timely follow-up to completion.
• Prepare and submit forms for client-initiated requests, including address changes, research, and online enrollment requests.
• Track and follow through on all client service items until fully resolved.
• Facilitate new account opening requests from trust officers and wealth advisors.
• Gather necessary documentation, complete account-opening paperwork, and coordinate with internal teams to ensure accounts are established and funded accurately and timely.
• Aid in establishing online access, standing instructions, recurring distributions, and money movement for newly opened accounts.
• Initiate and process internal transfers, ACH transfers, wire requests, and check disbursements, ensuring compliance with authentication protocols.
• Cook with and coordinate with operations and risk partners for high-risk or high-dollar transactions as needed.
• Maintain accurate client records, including client contact details, relationship structure, and ownership information.
• Prepare and coordinate customized client reports, research, and statements as requested by account administrators.
• Aid in trust-specific requirements including statement delivery preferences, distribution tracking, and documentation updates.
• Coordinate account maintenance tasks such as required minimum distributions requests, and periodic gifting transactions.
• Handle retitling requests, death claim processing support, and successor trustee transitions.
• Facilitate standing instructions and recurring payment setup and maintenance.
• Ensure all activities comply with applicable regulatory requirements, policies, and procedures.
• Maintain strong documentation and audit trails for all actions taken.
• Adhere to risk controls related to client authentication and dual control processes.
• Support across wealth, trust, and private banking teams; gain functional knowledge in each area.
• Participate in cross-training and contribute to centralized support initiatives.
• Partner with peers and leaders to recommend process improvements and share best practices.

Qualifications & Skills

• Experience in financial services, preferably in a support or operations role.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office; experience with CRM and wealth platforms is a plus.
• Strong sense of ownership and commitment to completing tasks thoroughly and accurately.

Pay

The salary range for this position is $18.25/hr. - $29.75/hr.. 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.