Wealth Operations Specialist

OakworthTalent; Birmingham (AL); On-site; USD 52,000 - 68,000; Full time

Job summary

Oakworth Capital Bank in Birmingham, AL is seeking a Wealth Operations Coordinator to provide operational support for Wealth Management. You will coordinate account opening activities, maintain processes, and support Wealth Advisors, Client Support teams, and other departments to ensure timely completion of requests.

The role focuses on processing transfers, maintaining reports, and supporting daily operations while upholding Oakworth Core Values and delivering exceptional service to clients and

Qualifications

• High school diploma or equivalent required; Associate's degree preferred.
• 1–3 years of client service or related financial services experience.
• Ability to handle confidential information with professionalism.
• Strong written and verbal communication skills.
• Strong organizational skills and attention to detail.

Responsibilities

• Coordinate account opening and maintenance to ensure timely processing.
• Manage operational systems, reporting, and workflows.
• Partner with Wealth Advisors and Client Support to deliver service.
• Process transfers, account closures, and related activities.

Skills

Client service experience

Communication skills

Organization skills

Technology proficiency

Multitasking abilities

Education

High school diploma or equivalent

Associate's degree preferred

Tools

DocuSign

Job description

Oakworth Capital Bank in Birmingham, AL is seeking a Wealth Operations Coordinator to provide operational support for Wealth Management. You will coordinate account opening activities, maintain processes, and support Wealth Advisors, Client Support teams, and other departments to ensure timely completion of requests.

The role focuses on processing transfers, maintaining reports, and supporting daily operations while upholding Oakworth Core Values and delivering exceptional service to clients and