Client Service Specialist Sr. UMBFSI

About the role

You will deliver client service to Private Wealth Management clients. You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team.

Responsibilities

• Serve as the main point of contact for clients
• Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
• Ensure clients have a positive service experience that always exceeds their expectations
• Build and maintain client relationships aimed at client retention and engagement
• Manage new client onboarding process, inclusive of client setup in Total Wealth and eMoney
• Maintain and update Salesforce CRM for all client activities
• Maintain client paperwork and electronic data files for all client relationships
• Understand the client’s overall business needs and help identify value-added services that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• Perform required Administrative Compliance reviews with clients
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Manage client event requests and event planning
• Create and deliver prospect and marketing materials
• Prepares and submits all new bank custody accounts for approval by the Business Review Committee
• Ensure all minimum standards of care are met across all client relationships assigned, and that there is sufficient meeting preparation and follow-ups are delivered upon
• Other duties as assigned

Requirements

• MINIMUM Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background
• 5+ years of applicable experience within Financial Services
• Holds both insurance and series 7 licenses

Qualifications

• Demonstrated client service experience within a wealth management institution
• Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types

Skills

• Great communicator with strong interpersonal skills
• Systems thinking and complex problem solving
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• Understanding of financial services client service best practices and a knack for generating “wow” moments for clients
• Able to balance a client experience mindset when managing and controlling business risks
• Able to work independently, collaborating with others to accomplish client objectives
• Able to adapt to changing information and business needs
• Analytical problem solver with the ability to think creatively
• General knowledge of new account opening, client onboarding requirements and cash management
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication
• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Strong proficiency in Salesforce CRM software

Benefits

• Compensation Range: US Employees in California, Washington DC, New Jersey, and New York $69,920 - $109,460
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin $63,830 - $100,210
• US Employees in all other states not listed above $57,760 - $90,960
• Benefits: Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.