Wealth Client Services Associate

Old National Bank; Henderson (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K

Continuing education

Employee assistance program

Job summary

Old National Bank is seeking a Wealth Sales Assistant to provide administrative and sales support for Wealth Advisors, handling client service and trade-related tasks with discretion and accuracy.

The role involves opening accounts, processing trades, maintaining documentation, and assisting with compliance. The successful candidate will possess relevant financial services experience, CRM and Office skills, and security license requirements as applicable.

Qualifications

• Associates or Bachelor’s degree preferred; 5+ years related work experience also considered.
• Experience with Microsoft Office; CRM systems preferred.
• Experience in the securities industry and/or a sales assistant role.
• Product knowledge of investment platforms and brokerage accounts.
• Series 7 and 66 required.

Responsibilities

• Respond to client servicing requests via phone or in person and assist Wealth Advisors with trade instructions.
• Open accounts, process distribution requests, and enter client trades and transactions with high accuracy.
• Maintain annual reviews and advisory account documentation to meet requirements.
• Coordinate with outside vendors and broker-dealers to follow up on items and resolve issues.
• Support risk mitigation by following policies and complying with regulatory requirements.

Skills

Customer service

Sales support

Trade processing

Attention to detail

Risk awareness

Education

Bachelor’s degree preferred

Associates degree acceptable

Tools

CRM system

Microsoft Office

Job description

Old National Bank is seeking a Wealth Sales Assistant to provide administrative and sales support for Wealth Advisors, handling client service and trade-related tasks with discretion and accuracy.

The role involves opening accounts, processing trades, maintaining documentation, and assisting with compliance. The successful candidate will possess relevant financial services experience, CRM and Office skills, and security license requirements as applicable.