Private Wealth Client Service Specialist II

Responsibilities

• Serve as the main point of contact for clients.
• Manage day-to-day client transactions, including money movements, disbursements, and receipts/deposits.
• Collaborate with Senior Associates to resolve complex client-related issues and escalations.
• Maintain and update Salesforce CRM for all client activities.
• Maintain client paperwork and electronic data files for all client relationships.
• Understand client's overall business needs and help identify value-added services.
• 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.
• Create and deliver prospect marketing materials.
• 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.

Qualifications

• Bachelor’s degree in relevant field or combination of education and experience providing equivalent background.
• 3+ years of applicable experience within Financial Services.
• Understanding of financial services client service best practices and a knack for generating “wow” moments for clients.
• General knowledge of new account opening, client onboarding requirements, and cash management.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• Proficiency in Salesforce CRM software.
• Demonstrated experience with a wide range of client situations and inquiries.
• Experience in supporting financial planning data collection, entry, and process.
• Knowledge of Personal Trust, Custody, and Investment management service offerings and account types.
• Working knowledge of complex account types.
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
• Proficiency with eMoney client portal and financial planning software.
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.