Wealth Investment Support Specialist I

Regular, full-time position. Fluency in English required. 1st shift.

About the role

Provides in-office client and advisor support interfacing with affluent investment clients and centers of influence. Delivers essential investment support in daily investment portfolio administration for the Wealth Management regional office. Supports Investment Managers and coordinates with other Wealth team members (Advisors, Planners, etc.) to maintain a high-quality service level for Wealth clients.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions.
• Enter and maintain accurate client records, monitor client transactions and data for accuracy and timeliness, and document client transactions.
• Utilize trust and investment systems to affect transactions, monitor accounts, create reports, and prepare client presentations.
• Respond to client requests for information and assistance within appropriate authority.
• Support sales and retention efforts by scheduling appointments, conducting follow-up calls, and preparing client presentation and marketing materials.
• Assist advisors with administrative functions, prioritizing actions that enable quality client interaction.
• Provide responsive and personal service to Wealth clients.
• Assist with special projects for Investment Managers.
• Assist Investment Analyst with compliance exception items.

Requirements

• 1–3 years of experience as an Investment Support Specialist, Fiduciary Support Specialist, or in trust, investment, banking, or financial planning-related client service.
• Knowledge of deposits, loans, banking products, and operating systems unique to the line of business, including trusts and investments.
• General knowledge of investment products (stocks, bonds).
• Strong problem-solving skills.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette.

Preferred Qualifications

• Undergraduate degree.
• Entry-level knowledge of investments.

Benefits

All regular teammates (20+ hours per week) are eligible for benefits, including:

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment insurance.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year, plus 10 sick days and paid holidays.
• Depending on position and division, may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.