Wealth Management Client Services Specialist

First PREMIER Bank; Sioux Falls (SD); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Full medical benefits

401(k) match

Paid Time Off

Dental and vision coverage

Job summary

First PREMIER Bank in Sioux Falls, SD seeks an organized administrative professional to support onboarding, account administration, and client services. You will handle document processing, ensure accurate entries, and coordinate with advisors to meet client needs.

The role emphasizes confidentiality, accuracy, and timely communications, with a pathway to growth within a respected financial institution.

Qualifications

• Ability to accurately process and manage information, ensuring client data and financial transactions are precise.
• Clear and professional written and verbal communication with clients and colleagues.
• Ability to prioritize tasks, meet deadlines, and handle multiple responsibilities in a fast-paced environment.

Responsibilities

• Oversees onboarding process, ensuring documentation, system entries, and steps are completed accurately.
• Assist with digital tools, respond to questions, coordinate with internal teams for smooth transitions.
• Respond to client inquiries promptly and professionally.

Skills

Attention to detail

Communication skills

Time management

Data handling

Education

Some college coursework

Tools

Microsoft Office

Adobe

Job description

First PREMIER Bank in Sioux Falls, SD seeks an organized administrative professional to support onboarding, account administration, and client services. You will handle document processing, ensure accurate entries, and coordinate with advisors to meet client needs.

The role emphasizes confidentiality, accuracy, and timely communications, with a pathway to growth within a respected financial institution.