Client Support Specialist, Wealth

{
  "content_hash": "910b370c5dfbd73dd223367f60f5927e7d9f3415703b2863b4d01b6ca0dc9dd7",
  "source_hash": "02513e872f406e16fbcb40191fcf8712a6d3e7ca502d5cd7dab57ef9d13885fc",
  "last_changed_at": "2026-06-04T10:04:10.322Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Central Alabama - Birmingham, AL 35209; 850 Shades Creek Parkway, Birmingham, AL, 35209, USA",
    "city": "Birmingham",
    "region": "AL",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T19:29:24.981Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Central Alabama - Birmingham, AL 35209; 850 Shades Creek Parkway, Birmingham, AL, 35209, USA",
      "city": "Birmingham",
      "region": "AL",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": "day",
  "workplace_type": null,
  "salary_currency": null
}

{}

{
  "detail": {
    "city": "Birmingham",
    "jobId": 356903,
    "level": "",
    "endDate": "",
    "legalId": 264,
    "isHotJob": false,
    "jobShift": "Day",
    "jobTitle": "Client Support Specialist, Wealth",
    "location": "Central Alabama - Birmingham, AL 35209",
    "startDate": "",
    "clientCode": "0BI92",
    "remoteType": "",
    "description": "<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL!  </span><span style=\"font-size:12pt;\">We are looking for a <u>full-time</u><strong> Wealth Client Support Specialist </strong>who will play a vital role in supporting our current &amp; future clients.   An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (<strong>G<em>olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic</em></strong>).</span></span></span></p>\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><strong><span style=\"font-size:12pt;\">Summary:</span></strong><br />\n<span style=\"font-size:12pt;\">This role will lead the efforts in onboarding new clients, working closely with Client Advisors and Wealth Teams, and play an integral role in the internal and external experience. </span></span></span></p>\n<p> </p>\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><strong><span style=\"font-size:12pt;\">Key Roles/Responsibilities: </span></strong></span></span></p>\n<ul>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Provide exceptional service to clients and associates.</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Provide sales, processing, operational, and administrative support to Client Advisors.</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Manage daily client interaction/requests (phone, letters, and email).</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Successfully onboard new relationships (3, 3, 3).</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">File management for compliance, regulator and internal file.</span></span></span></li>\n</ul>\n\n<p style=\"margin-left:48px;\"> </p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><strong><span style=\"font-size:12pt;\">Responsibility Details: </span></strong></span></span></p>\n\n<ul>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Using independent discretion and judgement will approve the release of available client funds.  </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Serve as the first line of defense for fraud detection, maintenance of accurate records and reporting on assigned clients and for providing regular updates on the client’s overall performance within the operations department.  </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Answer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc.  </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Maintain accurate current and complete client records, obtain necessary documentation for change requests.  </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Work with Client Advisors in all Oakworth Markets to welcome and educate new clients, obtain necessary information or compliance requirements, and assist with new account opening.  </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Training of key systems and workflows to Client Advisors.</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Partner with other teams supporting wealth management clients and operations.</span></span></span></li>\n</ul>\n\n<p style=\"margin-left:48px;\"> </p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><strong><span style=\"font-size:12pt;\">Qualifications and Skills:</span></strong></span></span></p>\n\n<ul>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Four-year college degree and one to three years related experience and/or training preferred; or equivalent combination of education and experience preferred. </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Previous experience in financial services and/or client services is preferred. </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Investment, financial planning, or client facing experience a plus.</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Experience with various wealth management tools and systems.</span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Demonstrates a high level of professionalism with confidential and sensitive information. </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Ability to manage priorities and workflow with minimal guidance. </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Have excellent interpersonal skills, as well as written and verbal communication skills. </span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Acute attention to detail.  </span></span></span></li>\n</ul>",
    "jobCategory": "Client Support",
    "salaryRange": "",
    "socialMedia": {
      "xLink": {
        "text": "Oakworthtalent%2520Job%2520Opportunity%2520Client%2520Support%2520Specialist%252C%2520Wealth"
      },
      "emailLink": {
        "subject": "Oakworthtalent%20Job%20Opportunity%20Client%20Support%20Specialist%2C%20Wealth",
        "summary": "Oakworth%20Capital%20Bank%20is%20growing%20and%20has%20an%20excellent%20opportunity%20for%20someone%20to%20join%20our%20team%20in%20Birmingham%2C%20AL%21%C2%20We%20are%20looking%20for%20a%20full-time%20Wealth%20Client%20Support%20Specialist%20who%20will%20play%20a%20vital%20role%20in%20supporting%20our%20current%20%26%20future%20clients.%C2%C2%20An%20ideal%20candidate%20would%20meet%20the%20qualifications%20listed%20below%2C%20and%20more%20importantly%2C%20be%20able%20to%20demonstrate%20that%20they%20live%20by%20Oakworth%20Core%20Values%20%28Golden%20Rule%2C%20Character%2C%20Innovative%20Spirit%2C%20Professionalism%2C%20Work%20Ethic%29.%0ASummary%3A%0AThis%20role%20will%20lead%20the%20efforts%20in%20onboarding%20new%20clients%2C%20working%20closely%20with%20Client%20Advisors%20and%20Wealth%20Teams%2C%20and%20play%20an%20integral%20role%20in%20the%20internal%20and%20external%20experience.%20%0A%C2%0AKey%20Roles%2FResponsibilities%3A%20%0A%0A%09Provide%20exceptional%20service%20to%20clients%20and%20associates.%0A%09Provide%20sales%2C%20processing%2C%20operational%2C%20and%20administrative%20support%20to%20Client%20Advisors.%0A%09Manage%20daily%20client%20interaction%2Frequests%20%28phone%2C%20letters%2C%20and%20email%29.%0A%09Successfully%20onboard%20new%20relationships%20%283%2C%203%2C%203%29.%0A%09File%20management%20for%20compliance%2C%20regulator..."
      },
      "facebookLink": {
        "redirectUri": "",
        "facebookAppId": "773759036043100"
      },
      "linkedInLink": {}
    },
    "isQuickApply": false,
    "positionType": "",
    "countryPaidIn": "",
    "googleJobJson": "{\"@context\":\"https://schema.org/\",\"@type\":\"JobPosting\",\"title\":\"Client Support Specialist, Wealth\",\"identifier\":\"J0BI92356903\",\"url\":\"https://www.paycomonline.net/v4/ats/web.php/portal/AFF60517A308F4247B75C9074B11ABD4/jobs/356903\",\"image\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=AFF60517A308F4247B75C9074B11ABD4\",\"datePosted\":\"2026-06-03\",\"description\":\"Job DetailsJob Location: Central Alabama - Birmingham, AL 35209Job Shift: DayJob Category: Client SupportOakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL!  We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current &amp; future clients.   An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).\\nSummary:\\nThis role will lead the efforts in onboarding new clients, working closely with Client Advisors and Wealth Teams, and play an integral role in the internal and external experience. \\n \\nKey Roles/Responsibilities: \\n\\n\\tProvide exceptional service to clients and associates.\\n\\tProvide sales, processing, operational, and administrative support to Client Advisors.\\n\\tManage daily client interaction/requests (phone, letters, and email).\\n\\tSuccessfully onboard new relationships (3, 3, 3).\\n\\tFile management for compliance, regulator and internal file.\\n\\n\\n \\n\\nResponsibility Details: \\n\\n\\n\\tUsing independent discretion and judgement will approve the release of available client funds.  \\n\\tServe as the first line of defense for fraud detection, maintenance of accurate records and reporting on assigned clients and for providing regular updates on the client’s overall performance within the operations department.  \\n\\tAnswer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc.  \\n\\tMaintain accurate current and complete client records, obtain necessary documentation for change requests.  \\n\\tWork with Client Advisors in all Oakworth Markets to welcome and educate new clients, obtain necessary information or compliance requirements, and assist with new account opening.  \\n\\tTraining of key systems and workflows to Client Advisors.\\n\\tPartner with other teams supporting wealth management clients and operations.\\n\\n\\n \\n\\nQualifications and Skills:\\n\\n\\n\\tFour-year college degree and one to three years related experience and/or training preferred; or equivalent combination of education and experience preferred. \\n\\tPrevious experience in financial services and/or client services is preferred. \\n\\tInvestment, financial planning, or client facing experience a plus.\\n\\tExperience with various wealth management tools and systems.\\n\\tDemonstrates a high level of professionalism with confidential and sensitive information. \\n\\tAbility to manage priorities and workflow with minimal guidance. \\n\\tHave excellent interpersonal skills, as well as written and verbal communication skills. \\n\\tAcute attention to detail.  \\nQualifications\",\"responsibilities\":\"Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL!  We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current &amp; future clients.   An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).\\nSummary:\\nThis role will lead the efforts in onboarding new clients, working closely with Client Advisors and Wealth Teams, and play an integral role in the internal and external experience. \\n \\nKey Roles/Responsibilities: \\n\\n\\tProvide exceptional service to clients and associates.\\n\\tProvide sales, processing, operational, and administrative support to Client Advisors.\\n\\tManage daily client interaction/requests (phone, letters, and email).\\n\\tSuccessfully onboard new relationships (3, 3, 3).\\n\\tFile management for compliance, regulator and internal file.\\n\\n\\n \\n\\nResponsibility Details: \\n\\n\\n\\tUsing independent discretion and judgement will approve the release of available client funds.  \\n\\tServe as the first line of defense for fraud detection, maintenance of accurate records and reporting on assigned clients and for providing regular updates on the client’s overall performance within the operations department.  \\n\\tAnswer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc.  \\n\\tMaintain accurate current and complete client records, obtain necessary documentation for change requests.  \\n\\tWork with Client Advisors in all Oakworth Markets to welcome and educate new clients, obtain necessary information or compliance requirements, and assist with new account opening.  \\n\\tTraining of key systems and workflows to Client Advisors.\\n\\tPartner with other teams supporting wealth management clients and operations.\\n\\n\\n \\n\\nQualifications and Skills:\\n\\n\\n\\tFour-year college degree and one to three years related experience and/or training preferred; or equivalent combination of education and experience preferred. \\n\\tPrevious experience in financial services and/or client services is preferred. \\n\\tInvestment, financial planning, or client facing experience a plus.\\n\\tExperience with various wealth management tools and systems.\\n\\tDemonstrates a high level of professionalism with confidential and sensitive information. \\n\\tAbility to manage priorities and workflow with minimal guidance. \\n\\tHave excellent interpersonal skills, as well as written and verbal communication skills. \\n\\tAcute attention to detail.  \\n\",\"employmentType\":\"OTHER\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"OakworthTalent\",\"logo\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=AFF60517A308F4247B75C9074B11ABD4\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"streetAddress\":\"850 Shades Creek Parkway\",\"addressLocality\":\"Birmingham\",\"addressRegion\":\"AL\",\"postalCode\":35209,\"addressCountry\":\"USA\"}},\"industry\":\"Client Support\",\"validThrough\":\"-0001-11-30\",\"workHours\":\"Day\"}",
    "applyAvailable": true,
    "educationLevel": "",
    "qualifications": "",
    "descriptionTitle": "Description",
    "travelPercentage": "",
    "jobYoutubeVideoId": "",
    "legalRevisionDate": {
      "date": "2025-04-28T17:27:35.000Z",
      "timezone": "America/Chicago",
      "timezone_type": 3
    },
    "secondaryLocations": [],
    "primaryPhoneCountry": "US",
    "primaryPhoneEnabled": true,
    "qualificationsTitle": "Qualifications",
    "primaryPhoneRequired": true,
    "primaryPhoneNumberDoesNotExist": false
  },
  "preview": {
    "jobId": 356903,
    "isHotJob": false,
    "jobTitle": "Client Support Specialist, Wealth",
    "postedOn": "",
    "locations": "Central Alabama - Birmingham, AL 35209",
    "remoteType": "",
    "description": "Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL!  We are looking for a full-time Weal...",
    "positionType": ""
  },
  "detail_meta": {
    "url": "https://portal-applicant-tracking.us-cent.paycomonline.net/api/ats/job-postings/356903",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 19317
  },
  "detail_errors": []
}