Wealth Management Client Support Pro II

Alpine Bank; Glenwood Springs (CO); On-site; USD 29,618 - 36,506; Full time

Job summary

Alpine Bank in Glenwood Springs, Colorado, is seeking a Client Support Associate II to provide comprehensive client service and support for Wealth Management Officers. In this role, you will handle client requests, ensure account information is provided, and maintain strong relationships with clients and staff.

The ideal candidate should possess excellent communication skills along with general knowledge of investing and finance. A High School Diploma or equivalent is required, and previous banking experience is preferred.

Qualifications

• Proven customer service experience in a banking environment.
• Understanding of confidentiality and problem-solving skills.
• Ability to present numerical data effectively.

Responsibilities

• Provide daily client service and support to Wealth Management Officers.
• Facilitate client requests for deposits, transfers, and distributions.
• Conduct Annual Account Reviews with assistance from staff.

Skills

General knowledge of investing and finance concepts

Excellent written and verbal communication skills

Superior interpersonal, organizational and client services skills

Strong computer skills including Microsoft Suite

Ability to manage difficult customer situations

Education

High School Diploma or GED equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Alpine Bank in Glenwood Springs, Colorado, is seeking a Client Support Associate II to provide comprehensive client service and support for Wealth Management Officers. In this role, you will handle client requests, ensure account information is provided, and maintain strong relationships with clients and staff.

The ideal candidate should possess excellent communication skills along with general knowledge of investing and finance. A High School Diploma or equivalent is required, and previous banking experience is preferred.