Wealth Ops & Client Service Specialist

Emprise Bank; Wichita (KS); On-site; USD 48,000 - 64,000; Full time

Job summary

Emprise Bank is seeking a Wealth Management Administrator to deliver operational excellence and exceptional client service while ensuring compliance for the Wealth Management team. You will coordinate with Wealth Advisors, portfolio teams, and external providers to manage client activity, maintain records, and support meetings and communications.

The role requires at least three years of financial industry admin experience, strong communication, and meticulous attention to detail.

Qualifications

• Minimum of three years of prior administrative work in the financial industry (trust and investments experience preferred).
• Effective communication, organization, attention to detail, Microsoft Office proficiency, and ability to learn Wealth Management systems and workflows.

Responsibilities

• Identify and implement workflow improvements that reduce duplication and strengthen account and transaction administration.
• Ensure accurate client records are updated and maintained in all relevant systems.
• Coordinate with Wealth Advisor, Portfolio Management, Trust Operations, internal partners, and external providers to complete client and account activity.
• Coordinate account opening, maintenance, transfers, distributions, tax-related requests, and closings in accordance with established procedures.
• Assist in managing ticketing systems in collaboration with vendor partnerships.
• Achieve proficiency in all trust department systems and tools.
• Serve as a primary service contact for routine client needs, acknowledging requests within one business day and coordinating timely resolution.
• Support client meetings, communications, scheduling, documentation, and follow-up in partnership with the Wealth Advisor and client team.

Skills

Customer service

Critical thinking

Analytical thinking

Written and verbal communication

Initiative

Attention to detail

Values alignment

Continuous development

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Emprise Bank is seeking a Wealth Management Administrator to deliver operational excellence and exceptional client service while ensuring compliance for the Wealth Management team. You will coordinate with Wealth Advisors, portfolio teams, and external providers to manage client activity, maintain records, and support meetings and communications.

The role requires at least three years of financial industry admin experience, strong communication, and meticulous attention to detail.