Wealth Management Support Specialist

First PREMIER Bank/PREMIER Bankcard; Sioux Falls (SD); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Full medical benefits

FREE dental and vision coverage

Generous Paid Time Off plans

401(k) with dollar-for-dollar match

Special discounts at events

PREMIER Wellness Program

Paid Community Volunteer Hours

Fun Employee Parties

Job summary

A financial services provider in Sioux Falls is seeking an experienced professional to support client onboarding and account administration. This role involves ensuring accurate processing of client data, managing inquiries, and maintaining client files, with a strong emphasis on professionalism and accuracy. The ideal candidate will have over 3 years of experience in a related field, proficiency in Microsoft Office and Adobe, and a commitment to client service. Competitive benefits, including health coverage and a matching 401(k), are offered.

Qualifications

• 3+ years of experience in an administrative or client support role within financial services preferred.
• Ability to maintain confidentiality and client trust.
• Experience handling multiple responsibilities in a fast-paced environment.

Responsibilities

• Oversees the end-to-end onboarding process for clients.
• Responds to client service inquiries and assists with account updates.
• Prepares correspondence related to account activity.
• Provides backup support for incoming calls and greets clients.
• Manages daily processing of cash disbursements and client contributions.
• Maintains client account files for accuracy and compliance.
• Coordinates the delivery of tax documents to clients.
• Generates reports for regulatory record-keeping.

Skills

Accurate information processing

Professional communication

Task prioritization

Client support experience

Microsoft Office proficiency

Adobe proficiency

Education

Post-secondary education in finance or related field

Training in financial planning disciplines

Job description

A financial services provider in Sioux Falls is seeking an experienced professional to support client onboarding and account administration. This role involves ensuring accurate processing of client data, managing inquiries, and maintaining client files, with a strong emphasis on professionalism and accuracy. The ideal candidate will have over 3 years of experience in a related field, proficiency in Microsoft Office and Adobe, and a commitment to client service. Competitive benefits, including health coverage and a matching 401(k), are offered.