Overview

This Wealth Client Specialist (WCS) role supports both Fiduciary Officers as well as Wealth Consultants in the Wealth Management line of business. The position has responsibility for all service-related daily activities such as money movement, distributions, account opening/closing/maintenance and research as well as sales support duties such as prospecting research, client presentations, and other activities related to servicing clients in the Wealth book of business. Establish excellent partnerships and demonstrating a high level of client service are key expectations of the role. WCS also assists with office related support such as coordinating and preparing for client meetings, mail handling and distributions as well as assisting with ordering office supplies when needed. WCS has opportunity to assist with book of business management. For example, actively participating in Client Service Plan activities, documentation, reviewing of notes and internal systems to support Advisor in maintaining and growing book of business.

• Service & Support - Works directly with clients and Advisors/Partners to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process and assists in calls or presentations intended to solicit business. Uncovers sales opportunities through analysis, reporting, and daily support operations.
• Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms. Adhere to all compliance and risk related documentation/imaging.
• Data Analysis - Sources, compiles, and interprets data. Performs analysis to determine trends in market, product, or client information.
• Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. Understands foundational components of Trust line of business. For example, Grantor, Trustee, Successor Trustee, Beneficiaries, etc.