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.
• Carefully 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.