Client Support Specialist, Wealth

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    "description": "<p><span style=\"font-family:Calibri,sans-serif\">Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL!&nbsp; 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.&nbsp;&nbsp; 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></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Summary:</strong><br />\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. </span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Key Roles/Responsibilities: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Provide exceptional service to clients and associates.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Provide sales, processing, operational, and administrative support to Client Advisors.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Manage daily client interaction/requests (phone, letters, and email).</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Successfully onboard new relationships (3, 3, 3).</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">File management for compliance, regulator and internal file.</span></li>\n</ul>\n\n<p style=\"margin-left:48px\">&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Responsibility Details: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Using independent discretion and judgement will approve the release of available client funds.&nbsp; </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">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&rsquo;s overall performance within the operations department.&nbsp; </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Answer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc.&nbsp; </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Maintain accurate current and complete client records, obtain necessary documentation for change requests.&nbsp; </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">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.&nbsp; </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Training of key systems and workflows to Client Advisors.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Partner with other teams supporting wealth management clients and operations.</span></li>\n</ul>\n\n<p style=\"margin-left:48px\">&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Qualifications and Skills:</strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Four-year college degree and one to three years related experience and/or training preferred; or equivalent combination of education and experience preferred. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Previous experience in financial services and/or client services is preferred. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Investment, financial planning, or client facing experience a plus.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Experience with various wealth management tools and systems.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Demonstrates a high level of professionalism with confidential and sensitive information. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Ability to manage priorities and workflow with minimal guidance. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Have excellent interpersonal skills, as well as written and verbal communication skills. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Acute attention to detail.&nbsp; </span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><strong>Equal Employment Opportunity</strong></p>\n\n<p>Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.</p>\n\n<p><strong>Accommodations for Applicants</strong></p>\n\n<p>Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact <a href=\"mailto:[email protected]\">[email protected]</a> and we will be glad to assist.</p>\n\n<p>#LI-DNI</p>\n",
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