Oakworth Capital Bank · 16 hours ago
Client Support Specialist, Wealth
Central Alabama - Birmingham, AL 35209
Full-time
Onsite
Entry, Mid Level
1+ years expOakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current & future clients.
BankingFinancial ServicesVenture CapitalWealth Management
Responsibilities
Provide exceptional service to clients and associates
Provide sales, processing, operational, and administrative support to Client Advisors
Manage daily client interaction/requests (phone, letters, and email)
Successfully onboard new relationships (3, 3, 3)
File management for compliance, regulator and internal file
Using independent discretion and judgement will approve the release of available client funds
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’s overall performance within the operations department
Answer and respond to all incoming client calls: funding requests, problem resolution, report requests, complaints, procedure explanations, etc
Maintain accurate current and complete client records, obtain necessary documentation for change requests
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
Training of key systems and workflows to Client Advisors
Partner with other teams supporting wealth management clients and operations
Qualification
Required
Four-year college degree and one to three years related experience and/or training preferred; or equivalent combination of education and experience preferred
Previous experience in financial services and/or client services is preferred
Investment, financial planning, or client facing experience a plus
Experience with various wealth management tools and systems
Demonstrates a high level of professionalism with confidential and sensitive information
Ability to manage priorities and workflow with minimal guidance
Have excellent interpersonal skills, as well as written and verbal communication skills
Acute attention to detail
Company
Oakworth Capital Bank
Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$35.69M2022-08-19Debt Financing· $35M
2021-03-01Undisclosed· $0.47M
2016-01-27Undisclosed· $0.21M
Leadership Team
Scott Reed
Chief Executive Officer
Recent News
2025-11-20
Company data provided by crunchbase