Wealth Ops & Client Experience Specialist

Emprise Bank 2; Wichita (KS); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Emprise Bank in Wichita seeks a detail‑oriented trust operations administrator to streamline processes, shorten setup, distribution, and account‑closure times, and maintain precise documentation and client records across systems. You will coordinate with internal departments and external partners to support trust operations.

Deliver high‑touch client service, respond to inquiries within 24 hours, own client needs from start to finish, and ensure regulatory compliance.

Qualifications

• High school diploma or equivalent
• Minimum of three years of prior administrative work in the financial industry (trust and investments experience preferred)

Responsabilités

• Streamline processes to minimize redundancies and enable efficient management of accounts and transactions
• Reduce processing times for client setup, distributions, and account closures
• Maintain precise and accurate documentation, account management, and reporting
• Ensure accurate client records are updated and maintained in all relevant systems
• Communicate effectively with internal departments and external partners to support trust operations
• Process account transactions, including tax withholding and reporting
• Assist in managing ticketing systems in collaboration with new vendor partnerships
• Achieve proficiency in all trust department systems and tools
• Engage in high-touch client interactions, offering guidance and tailored solutions
• Deliver outstanding customer service, responding to all client queries within 24 hours
• Take ownership of client needs from initiation to completion, ensuring responsiveness and care at every step
• Assist in the development and refinement of trust procedures to ensure operational accuracy and compliance
• Support the balancing of internal and suspense accounts
• Ensure all activities and transactions meet regulatory and procedural guidelines
• Work closely with Wealth Advisors to improve client satisfaction and retention through timely communication, personalized service, and efficient issue resolution
• Maintain open and continuous communication with the Wealth Management team to enhance client experience and operational efficiency
• Assist with special projects as assigned by the Division Manager

Connaissances

Exemplary customer service experience

Critical and analytical thinking

Clear written and verbal communication

Initiative and strong work ethic

Attention to detail

Understanding of Emprise values

Commitment to continuous development

Description du poste

Emprise Bank in Wichita seeks a detail‑oriented trust operations administrator to streamline processes, shorten setup, distribution, and account‑closure times, and maintain precise documentation and client records across systems. You will coordinate with internal departments and external partners to support trust operations.

Deliver high‑touch client service, respond to inquiries within 24 hours, own client needs from start to finish, and ensure regulatory compliance.