Wealth Client Support 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 is growing and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).

Summary:

This role will lead the efforts in onboarding new clients, working closely with Client Advisors and Wealth Teams, and play an integral role in the internal and external experience.

Key Roles/Responsibilities:

• Provide exceptional service to clients and associates.
• Provide sales, processing, operational, and administrative support to Client Advisors.
• Manage daily client interaction/requests (phone, letters, and email).
• Successfully onboard new relationships (3, 3, 3).
• File management for compliance, regulator and internal file.

Responsibility Details:

• Using independent discretion and judgement will approve the release of available client funds.
• Serve as the first line of defense for fraud detection, maintenance of accurate records and reporting on assigned clients and for providing regular updates on the client’s overall performance within the operations department.
• Answer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc.
• Maintain accurate current and complete client records, obtain necessary documentation for change requests.
• Work with Client Advisors in all Oakworth Markets to welcome and educate new clients, obtain necessary information or compliance requirements, and assist with new account opening.
• Training of key systems and workflows to Client Advisors.
• Partner with other teams supporting wealth management clients and operations.

Qualifications and Skills:

• 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.
• Have excellent interpersonal skills, as well as written and verbal communication skills.

Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years, with six of those holding the top spot & ranking #2 in 2024. To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/.