Wealth Client Experience & Onboarding Specialist

Oakworth Capital Bank; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, AL seeks a full-time Wealth Client Support Specialist to join our team. The role focuses on onboarding new clients, supporting Client Advisors, and enhancing the client experience.

You will handle daily client interactions, provide processing and administrative support, and collaborate with wealth teams to drive excellent service and regulatory compliance.

Qualifications

• 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.
• Excellent interpersonal and written/verbal communication skills.

Responsibilities

• Lead onboarding of new clients and work closely with Client Advisors and Wealth Teams.
• Provide sales, processing, operational, and administrative support to Client Advisors.
• Manage daily client interactions via phone, letters, and email.
• Assist with new account onboarding and compliance requirements.
• Support file management for compliance, regulators and internal processes.

Skills

Interpersonal skills

Written & verbal communication

Prioritization

Professionalism

Education

Bachelor's degree

Tools

Wealth management software

CRM systems

Job description

Oakworth Capital Bank in Birmingham, AL seeks a full-time Wealth Client Support Specialist to join our team. The role focuses on onboarding new clients, supporting Client Advisors, and enhancing the client experience.

You will handle daily client interactions, provide processing and administrative support, and collaborate with wealth teams to drive excellent service and regulatory compliance.