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City National Bank of Florida · 4 days ago

Wealth Management Services Specialist Senior

Miami, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

City National Bank of Florida is seeking a Wealth Management Services Specialist Senior to enhance the client experience by providing operational and administrative support within the Wealth Management Department. The role involves onboarding new clients, maintaining client accounts, and supporting Wealth Advisors and Trust Officers in various functions.

BankingCommercial LendingConsumer LendingFinanceFinancial Services

Growth Opportunities

Responsibilities

Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)

In partnership with Wealth Advisors provide excellent customer service to promote client retention

Collect appropriate documentation to set up new accounts, closing accounts and making changes to an account

Process account service requests and ensure appropriate documentation

Input data into Financial Planning tools as needed

Input orders within appropriate system and complete associated paperwork

Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management

Maintain contact management systems with up-to-date key client information

Establishes/maintains client account files

Initiate and prepare correspondence to clients, co-executors, guardians and others

Responds to telephone inquiries from clients

Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds

Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc

Tracks daily transactions as needed

Processes incoming funds received at the bank

Processes and set up one-time or recurring payments

Ensures funds are coded correctly for tax reporting purposes

Works with Wealth Advisors and Trust Officers in the completion of formal account reviews

Prepares for regular audits and follows up on outstanding issues

Maintain account specific compliance and regulatory standards

Performing quality review of new and existing KYC profiles for Bank clients and provide maintenance as needed

Acts as partner to the Banker teams to assist with the KYC renewals process for existing clients

Support the team’s marketing strategy by maintaining marketing materials up to date and if needed help in planning client events and seminars

Assist with on-boarding new members to the team

Maintain risk awareness and regulatory knowledge

Handle miscellaneous operational activities and projects as needed

Qualification

Wealth management knowledgeClient service experienceLoan/depository systemsMicrosoft WordMicrosoft ExcelMicrosoft OutlookCustomer service skillsMultitasking abilityCommunication skillsAttention to detailInterpersonal skills