Wealth Operations Expert

Commercial Savings Bank; Kentucky; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive base wage

Incentive compensation and profit‑shar

Medical, dental, vision, disability, &

Life insurance

Paid time off

401(k) with employer match

Employee Assistance Program (EAP)

Wellness program with incentives

Training and professional development

Paid holidays

Volunteerism opportunities

Job summary

The Commercial & Savings Bank (CSB) is hiring a Wealth Operations Specialist in Wooster, OH. The role focuses on processing transactions, maintaining account records, and assisting with reconciliation and reporting to support Wealth Management services.

This on-site, full-time position emphasizes accuracy, regulatory compliance, and exceptional client service within CSB’s Wealth Management team.

Qualifications

• A high school diploma or GED is required. A minimum of a two-year business-related degree is preferred.
• A minimum of three years of related work experience; or equivalent combination of education and experience.
• Experience in wealth operations, regulatory compliance, and client service is desired.

Responsibilities

• Process account transactions and maintain detailed account records.
• Assist with reconciliation and reporting for wealth management activities.
• Support onboarding, account maintenance, and document retention.
• Ensure accuracy, compliance with regulatory standards and documentation completeness.

Skills

Customer service

Attention to detail

Communication skills

Time management

Education

High school diploma or GED

Two-year business-related degree (preferred)

Tools

Wealth management systems

Job description

The Commercial & Savings Bank (CSB) is hiring a Wealth Operations Specialist in Wooster, OH. The role focuses on processing transactions, maintaining account records, and assisting with reconciliation and reporting to support Wealth Management services.

This on-site, full-time position emphasizes accuracy, regulatory compliance, and exceptional client service within CSB’s Wealth Management team.