Wealth Management Client Service Specialist

Greenfield Banking Company; Greenfield (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Greenfield Banking Company is seeking a Service Specialist to provide dedicated client and advisor support within Wealth Management. You will handle account servicing, operational requests, and administrative tasks, collaborating with wealth advisors, trust officers, and portfolio managers to ensure a seamless client experience.

Responsibilities include onboarding new clients, preparing materials, maintaining records, and upholding compliance with bank policies and regulations while delivering

Qualifications

• Bachelor’s degree preferred; equivalent financial services experience considered.
• 2–5 years of client service or operations experience in wealth management, private banking, or financial services.
• Strong client service orientation with excellent communication and interpersonal skills; high attention to detail and accuracy.

Responsibilities

• Serve as a primary contact for day-to-day client inquiries, account servicing and operational needs.
• Process account openings, transfers, distributions, contributions, beneficiary updates, and maintenance requests.
• Respond promptly and professionally to client calls, emails, and service requests, ensuring accuracy and confidentiality.

Skills

Client service

Communication

Attention to detail

Multitasking

Microsoft Office

CRM systems

Teamwork

Problem solving

Driver’s license

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

CRM/account management systems

Job description

Greenfield Banking Company is seeking a Service Specialist to provide dedicated client and advisor support within Wealth Management. You will handle account servicing, operational requests, and administrative tasks, collaborating with wealth advisors, trust officers, and portfolio managers to ensure a seamless client experience.

Responsibilities include onboarding new clients, preparing materials, maintaining records, and upholding compliance with bank policies and regulations while delivering