Elite Wealth Client Experience Specialist

Old National Bank; Scottsdale (AZ); On-site; USD 62,300 - 122,400; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank, a longstanding financial services firm, seeks a 1834 Wealth Client Experience Specialist to support High Net Worth Advisors with client service, administrative tasks, and growth initiatives.

The role emphasizes independent judgment, CRM usage, and compliance, with a salary range of $62,300 to $122,400 plus bonus, and benefits including medical, dental, and vision insurance, 401K, continuing education opportunities, and an employee assistance program.

Qualifications

• Bachelor’s degree preferred; or Associate’s degree with 5+ years of relevant experience.
• 3–5 years of experience in wealth management, financial services, or related field.
• Proficiency in Microsoft Office and CRM systems (Salesforce preferred).
• Strong verbal, written, and presentation skills.

Responsibilities

• Client Experience & Relationship Management – serve as primary service contact, resolve inquiries, and identify opportunities for referrals.
• Advisor Support & Business Development – assist with new proposals and financial plans, leverage market insights to shape strategies.
• Technical & Administrative Support – prepare reports, maintain confidential client files, and ensure compliance.
• Collaboration & Stakeholder Engagement – build relationships with internal/external stakeholders and support events.

Skills

Client relationship management

Salesforce CRM

MS Office proficiency

Analytical thinking

Education

Bachelor’s degree preferred

Associate’s degree + 5+ years experience

Job description

Old National Bank, a longstanding financial services firm, seeks a 1834 Wealth Client Experience Specialist to support High Net Worth Advisors with client service, administrative tasks, and growth initiatives.

The role emphasizes independent judgment, CRM usage, and compliance, with a salary range of $62,300 to $122,400 plus bonus, and benefits including medical, dental, and vision insurance, 401K, continuing education opportunities, and an employee assistance program.