Wealth Specialist
Role Overview
This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis.
Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented.
Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.
Key Skills for This Role
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Position Summary
This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented. Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.
Essential Duties and Responsibilities
Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
If supporting Private Wealth, assists with low to medium complexity of private wealth accounts.
If supporting Institutional wealth, assists with low to medium complexity of corporate, institutional, or governmental accounts.
Assists with the preparation of correspondence, client reports, and reports directly to other areas within the bank.
Ensures that client records are maintained, according to policy and procedure, either electronically or in hard copy.
Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and print client reports.
Ensures compliance with policies, procedures, and regulations, high-level customer satisfaction maintenance, and other duties as requested.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
- Ability to write simple-to-business correspondence and routine reports.
- HS Diploma/GED and
- Specialized Training
- Computer Skills
- MS Office programs
- Certificates, Licenses, Registrations
- Other Qualifications (including physical requirements)
- Must have good oral and written communication skills.
- Other
- Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
- Communication, Customer Service, Time Management,
- Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Skills
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
- Ability to write simple-to-business correspondence and routine reports.
Education and/or Experience
- Two to four years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.
- Skills Training:
Preferred Qualifications
- Two to four years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.
About Simmons Bank
Provides banking and financial services.
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