Wealth Client Support Specialist

Wealth Client Support Specialist at Oakworth Capital Bank Wealth Client Support Specialist at Oakworth Capital Bank in Birmingham, Alabama Posted in 11 days ago.

Type:

full-time

Job Description:

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values ( Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic ).

Summary:

This role will lead the efforts in onboarding new clients, working closely with Client Advisors and Wealth Teams, and play an integral role in the internal and external experience.

Key Roles/Responsibilities:

Provide exceptional service to clients and associates. Provide sales, processing, operational, and administrative support to Client Advisors. Manage daily client interaction/requests (phone, letters, and email). Successfully onboard new relationships (3, 3, 3). File management for compliance, regulator and internal file.

Responsibility Details:

Using independent discretion and judgement will approve the release of available client funds. Serve as the first line of defense for fraud detection, maintenance of accurate records and reporting on assigned clients and for providing regular updates on the client's overall performance within the operations department. Answer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc. Maintain accurate current and complete client records, obtain necessary documentation for change requests. Work with Client Advisors in all Oakworth Markets to welcome and educate new clients, obtain necessary information or compliance requirements, and assist with new account opening. Training of key systems and workflows to Client Advisors. Partner with other teams supporting wealth management clients and operations.

Qualifications and Skills:

Four-year college degree and one to three years related experience and/or training preferred; or equivalent combination of education and experience preferred. Previous experience in financial services and/or client services is preferred. Investment, financial planning, or client facing experience a plus. Experience with various wealth management tools and systems. Demonstrates a high level of professionalism with confidential and sensitive information. Ability to manage priorities and workflow with minimal guidance. Have excellent interpersonal skills, as well as written and verbal communication skills. Acute attention to detail. Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years, with six of those holding the top spot & ranking #2 in 2024. To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/. If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.