Wealth Client Relationship Specialist

Kish Bank; Lewistown (Mifflin County); Sur place; USD 52 000 - 76 000; Plein temps

Résumé du poste

Kish Bank in Lewistown, PA is seeking a Client Relationship Manager (CRM) for on-site client service, wealth-management background preferred. You will serve as the primary contact for assigned clients, manage meetings, service requests, and documentation, and coordinate with a Financial Advisor on planning and referrals.

The role emphasizes building strong client relationships, onboarding new clients, and maintaining compliant records while collaborating with bank partners and specialists.

Qualifications

• Bachelor's degree preferred; relevant financial-services experience may substitute for degree.
• Strong understanding of financial planning concepts and products.
• Excellent relationship-building and communication skills.
• Sharp organization, time management, follow-through, and attention to detail.

Responsabilités

• Serve as the primary relationship contact for assigned clients and conduct periodic reviews.
• Coordinate with the Financial Advisor to define service boundaries and escalations.
• Manage client scheduling, meeting notes, and post-meeting summaries in the CRM.
• Handle routine service requests from receipt through completion and paperwork.

Connaissances

Relationship-building

Communication skills

Time management

Attention to detail

Formation

Bachelor's degree in finance, business, accounting, economics, or related field

Outils

CRM systems

Microsoft 365

Digital documents & e-signature tools

Workflow-management technology

Description du poste

Kish Bank in Lewistown, PA is seeking a Client Relationship Manager (CRM) for on-site client service, wealth-management background preferred. You will serve as the primary contact for assigned clients, manage meetings, service requests, and documentation, and coordinate with a Financial Advisor on planning and referrals.

The role emphasizes building strong client relationships, onboarding new clients, and maintaining compliant records while collaborating with bank partners and specialists.