Wealth Client Services & Operations Specialist

Gateway First Bank; Jenks (OK); On-site; USD 42,000 - 62,000; Full time

Job summary

Gateway First Bank seeks a Wealth Specialist to provide administrative and operational support to client advisors and bank offices. You will handle client communications, process financial transactions, and open new accounts with accuracy and compliance.

You will maintain client documentation, prepare business reports, and assist with marketing events while ensuring compliance with banking laws and firm policies.

Qualifications

• Thorough knowledge of banking laws and regulations.
• Thorough knowledge of banking account maintenance and financial transaction procedures.
• Excellent customer service, verbal and written communication skills.
• Ability to organize and prioritize in high-volume environment while meeting deadlines.
• Ability to work independently and collaboratively while maintaining confidentiality and professionalism.
• Exemplifies Gateway values: Growth, Difference, Get it Done, Team Player, Do the Right Thing.

Responsibilities

• Handle a high volume of daily client interactions by phone, in person, virtually and through mailings.
• Open new client accounts and research client information using internal databases and technologies.
• Maintain accurate client documentation and ensure submission readiness.
• Maintain policy and procedure manuals and assist with updates as needed.
• Prepare letters, forms and reports to service existing clients and prospect for new clients.
• Create and maintain records using CRM software.
• Attend training and continue education to stay current on regulations.
• Report any suspicious activity to the BSA department and ensure compliance with laws.

Skills

Banking regulations

Account maintenance

Customer service

Verbal & written communication

Confidentiality

Team collaboration

Education

High School diploma or degree in business/finance

Job description

Gateway First Bank seeks a Wealth Specialist to provide administrative and operational support to client advisors and bank offices. You will handle client communications, process financial transactions, and open new accounts with accuracy and compliance.

You will maintain client documentation, prepare business reports, and assist with marketing events while ensuring compliance with banking laws and firm policies.