Wealth Ops Specialist — Drive Client Success

Oakworth Capital Bank; Birmingham (AL); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Oakworth Capital Bank in Birmingham, AL seeks a full-time Wealth Operations Coordinator to support Wealth Management operations. You will coordinate account opening activities, maintain processes, and assist Wealth Advisors and Client Support teams to ensure timely, accurate service.

The role requires strong communication, organization, and confidentiality, with a focus on reliable, detail-oriented operation and reporting to support clients and advisors.

Qualifikationen

• HS diploma or equivalent required; associate degree preferred.
• 1–3 years in client service, banking, trust, wealth management, or related field preferred.
• Demonstrate professionalism when handling confidential information.
• Ability to manage multiple priorities and deadlines with minimal supervision.
• Strong written and verbal communication skills; strong organizational skills.

Aufgaben

• Coordinate account opening and maintenance to ensure timely processing of client requests.
• Manage operational systems and reporting that support Wealth Management associates and clients.
• Partner with Client Support, Wealth Advisors, and other departments to provide service and operational support.
• Process and monitor transfers, account closures, and related activities with status updates to Wealth teams.
• Perform routine reconciliations, document filing, record maintenance, and other admin duties.

Kenntnisse

Written communication

Verbal communication

Organization

Attention to detail

Time management

Professionalism

Multitasking

Confidentiality handling

Ausbildung

High school diploma or equivalent

Associate's degree preferred

Tools

DocuSign templates

Operational systems

Jobbeschreibung

Oakworth Capital Bank in Birmingham, AL seeks a full-time Wealth Operations Coordinator to support Wealth Management operations. You will coordinate account opening activities, maintain processes, and assist Wealth Advisors and Client Support teams to ensure timely, accurate service.

The role requires strong communication, organization, and confidentiality, with a focus on reliable, detail-oriented operation and reporting to support clients and advisors.