Old National Bank · 1 month ago
Client Service Specialist
US-MN-Minneapolis
Full-time
Onsite
New Grad, Entry Level
$18.25/hr - $29.75/hrOld National Bank has been serving clients and communities since 1834. The Client Service Specialist provides administrative and operational support to Wealth Advisors and Trust Officers, ensuring a high standard of client service by managing daily tasks including account maintenance and transaction processing.
BankingFinancial ServicesWealth Management
Responsibilities
Serve as the primary support resource to Wealth Advisors and Trust Officers
Respond to client inquiries and service requests, ensuring accurate and timely follow-up to completion
Prepare and submit forms for client-initiated requests, including address changes, research, and online enrollment requests
Track and follow through on all client service items until fully resolved
Facilitate new account requests from trust officers and wealth advisors
Gather necessary documentation, complete account-opening paperwork, and coordinate with internal teams to ensure accounts are established and funded accurately and timely
Assist in establishing online access, standing instructions, recurring distributions, and money movement for newly opened accounts
Initiate and process internal transfers, ACH transfers, wire requests, and check disbursements, ensuring compliance with authentication protocols
Coordinate with operations and risk partners for high-risk or high-dollar transactions as needed
Maintain accurate client records, including client contact details, relationship structure, and ownership information
Prepare and coordinate customized client reports, research, and statements as requested by account administrators
Assist with trust-specific requirements including statement delivery preferences, distribution tracking, and documentation updates
Coordinate account maintenance tasks such as required minimum distributions requests, and periodic gifting transactions
Handle retitling requests, death claim processing support, and successor trustee transitions
Facilitate standing instructions and recurring payment setup and maintenance
Ensure all activities comply with applicable regulatory requirements, policies, and procedures
Maintain strong documentation and audit trails for all actions taken
Adhere to risk controls related to client authentication and dual control processes
Support across wealth, trust, and private banking teams; gain functional knowledge in each area
Participate in cross-training and contribute to centralized support initiatives
Partner with peers and leaders to recommend process improvements and share best practices
Qualification
Required
Experience in financial services, preferably in a support or operations role
Strong attention to detail, organizational skills, and ability to manage multiple priorities
Excellent communication and interpersonal skills
Proficiency in MS Office; experience with CRM and wealth platforms is a plus
Strong sense of ownership and commitment to completing tasks thoroughly and accurately
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
Founded in 1834
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