Wealth Management Services Specialist

City National Bank; Torch of Friendship (FL); In loco; USD 65.000 - 85.000; Tempo pieno

Descrizione del lavoro

City National Bank is seeking a Wealth Management Services Specialist Senior in Florida to support Wealth Advisors and Trust Officers with onboarding, account maintenance, and client service. The role emphasizes compliance, operations, and client communications to ensure a smooth experience.

You will assist with cash/non-cash movements, preparation of client reports, and maintenance of CRM data while coordinating with teams to meet client needs and regulatory requirements.

Competenze

• 2-4 years of client service experience, preferably in financial services.
• In-depth knowledge of wealth and banking products.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Word, Excel, and Outlook.
• Strong attention to detail and multitasking ability.

Mansioni

• Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
• Educate clients on account services and capabilities (e.g., reading statements, using Online Services, paperless options).
• Provide excellent customer service to promote client retention.
• Collect documentation to set up new accounts, close accounts, and make changes to accounts.
• Process account service requests and ensure documentation.
• Input data into Financial Planning tools as needed.
• Input orders and complete associated paperwork.
• Assist in preparation of client reports and materials for meetings, and create reports for senior management.
• Maintain contact management systems with up-to-date client information.
• Establish/maintain client account files.
• Prepare correspondence to clients, co-executors, guardians and others.
• Respond to telephone inquiries from clients.
• Collaborate with Trust Officers/Wealth Advisors on information release and funds.
• Monitor daily cash balances and ensure prompt payment of bills and taxes.
• Track daily transactions and process incoming funds.
• Set up one-time or recurring payments and ensure tax coding.
• Conduct account reviews and audits; maintain regulatory standards.
• Perform KYC reviews for bank clients and assist with renewals.
• Support marketing efforts and client events.
• Assist with onboarding new team members.
• Maintain risk-awareness and regulatory knowledge.

Conoscenze

Client service

Wealth products

Communication

Attention to detail

Multitasking

Interpersonal skills

Formazione

High School Diploma or GED

Associate's Degree in Business

Strumenti

Excel

Word

Outlook

Descrizione del lavoro

Overview

The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash /non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required.

What You\'ll Do:

• Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.


• Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.).


• In partnership with Wealth Advisors provide excellent customer service to promote client retention.


• Collect appropriate documentation to set up new accounts, closing accounts and making changes to an account.


• Process account service requests and ensure appropriate documentation.


• Input data into Financial Planning tools as needed.


• Input orders within appropriate system and complete associated paperwork.


• Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management.


• Maintain contact management systems with up-to-date key client information.


• Establishes/maintains client account files.


• Initiate and prepare correspondence to clients, co-executors, guardians and others.


• Responds to telephone inquiries from clients.


• Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds.


• Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc.


• Tracks daily transactions as needed.


• Processes incoming funds received at the bank.


• Processes and set up one-time or recurring payments.


• Ensures funds are coded correctly for tax reporting purposes.


• Works with Wealth Advisors and Trust Officers in the completion of formal account reviews.


• Prepares for regular audits and follows up on outstanding issues.


• Maintain account specific compliance and regulatory standards.


• Performing quality review of new and existing KYC profiles for Bank clients and provide maintenance as needed.


• Acts as partner to the Banker teams to assist with the KYC renewals process for existing clients.


• Support the team\'s marketing strategy by maintaining marketing materials up to date and if needed help in planning client events and seminars.


• Assist with on-boarding new members to the team.


• Maintain risk awareness and regulatory knowledge.


• Handle miscellaneous operational activities and projects as needed.

Qualifications

• 2-4 years of client service experience, preferably in the financial service industry.


• In-depth knowledge of wealth and banking products.


• Highly motivated self-starter.


• Must be proficient in: loan/depository systems.


• Proficient in Microsoft Word, Excel, and Outlook.


• Excellent verbal and written communication skills.


• Strong attention to detail and proven ability to multitask effectively.


• Excellent interpersonal skills, phone manners and customer service skills are essential.

Education

• High School Diploma or GED equivalent Required Associate\'s Degree in Business or related field.


• An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.

Applicants who require a reasonable accommodation to participate in the interview process should contact [e-mail] in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.