Old National Bank · 6 hours ago
Client Service Specialist, Sr
St Louis Park, MN
Full-time
Onsite
Mid, Senior Level
$21.50/hr - $37.50/hr
3+ years expOld National Bank has been serving clients and communities since 1834. They are currently seeking a Wealth Client Service Specialist responsible for providing administrative and sales support for High Net Worth (HNW) Wealth Advisors, enhancing their effectiveness and ensuring a high level of client service.
BankingFinancial ServicesWealth Management
Responsibilities
Provides high level of organizational and administrative support to the HNW Advisory group. Includes maintaining client files and records; preparing client mailings; and engagement with internal departments to effectively manage client’s relationship
Acts as liaison to assigned Advisors, understanding client, department, and organizational priorities
Provide day to day support to HNW Advisory clients. Particular tasks will vary based upon product area assigned but may include items such as researching and resolving account issues, escalating client matters to management, and processing client maintenance requests
May coordinate internal and external meeting including but not limited to confirming meetings/appointments, reserving meeting space, preparing meeting space with audio-visual technology as needed
May arrange corporate travel including developing itineraries and agendas, arranging transportation, lodging, and meeting accommodations
Discover, analyze, and research account problems and recommend solutions as appropriate
Establish and maintain orderly record keeping system ensuring maintenance of confidential account files
Demonstrated attention to detail
Provide assistance to HNW Relationship Managers in the completion of technical tasks and projects
Assist in preparing client presentations as needed
Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned accounts
Maintain compliance with all internal policies and procedures as well as with regulatory requirements
Provides large degrees of client, technical and project related support
Monitors and executes all tasks required to fulfill customer’s service plan/objectives and meet day-to-day inquiries from the client
Resolution of client issues
Effectively manages and deepens client relationships. This includes but is not limited to providing a superior level of client service in any direct client engagement. Actively identifies and refers business opportunities to internal business units where appropriate. Strong working knowledge of these lines of business is required in order to provide confident responses and direction to customers
Provide administrative support to HNW Relationship Managers. Particular tasks will vary based upon product area assigned but may include items such as preparing/assembling client/prospect materials for meeting/presentations, preparing mailing, assisting with clients activities, and processing daily mail
Ability to interact effectively in a team environment
Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills
Follow-up on client issues and relay information to clients through correspondence, telephone communications and conferences
Resolve client requests and refer complex inquiries to HNW Relationship Manager
Maintains up-to-date advanced knowledge of HNW product offerings and processes, changing ONB policies and procedures, and participates in all required compliance product and service training
Qualification
Required
Associates or Bachelor's degree preferred or three year's related work experience
Must demonstrate a high level of professionalism, superior client service, and the ability to interact with clients and associates at all levels
Must possess strong verbal, written and presentation skills
Highly motivated and organized, with a strong attention to detail, and the ability to prioritize the work; an ability to meet strict deadlines, multi-task, and work with the HNW Advisory group and other ONB departments
Proficient in all Microsoft Office Applications
Preferred
Prior Experience in Wealth Management preferred
Experience with working with a CRM system preferred
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
H1B Sponsorship
Old National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
2026-01-13
2026-01-03
Company data provided by crunchbase