Wealth Client Experience Lead

OakworthTalent; Birmingham (AL); On-site; USD 75,000 - 95,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, AL is seeking a full-time Wealth Client Support Team Lead to elevate client experience and lead the Wealth Client Support team across markets. You will process account transactions, resolve client issues promptly, and help develop procedures to reduce errors while collaborating with wealth advisors and other wealth areas.

The ideal candidate has a four-year college degree and 5+ years of client service or leadership experience, with strong integrity,

Qualifications

• Four-year college degree preferred; five plus years related experience and/or training.
• Series 65 preferred.
• Previous experience in professional client service.

Responsibilities

• Lead, manage and develop the wealth client support team across markets.
• Provide exceptional service to clients and associates.
• Support client advisors with sales, processing, and operations.
• Collaborate with Wealth Business Services and Wealth Leadership on projects.
• Maintain accurate client records and onboarding documentation.

Skills

Leadership

Client service

Communication skills

Attention to detail

Wealth platforms familiarity

Education

Bachelor's degree

Four-year degree preferred

Tools

FIS/AddVantage

Black Diamond

Custodian platform

Job description

Oakworth Capital Bank in Birmingham, AL is seeking a full-time Wealth Client Support Team Lead to elevate client experience and lead the Wealth Client Support team across markets. You will process account transactions, resolve client issues promptly, and help develop procedures to reduce errors while collaborating with wealth advisors and other wealth areas.

The ideal candidate has a four-year college degree and 5+ years of client service or leadership experience, with strong integrity,