Wealth Client Support Specialist

Oakworth Capital Bank has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a fulltime Wealth Client Support Specialist that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).

Summary: The Wealth Client Support Specialist would provide the highest level of client experience to Oakworth clients in a collaborative team environment. This role is responsible for a variety of tasks including those listed below:

Key Roles/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. File management for compliance, regulator and internal file.

Responsibility Details: Provide an extraordinary client experience and build great rapport with Oakworth clients.Be a strong team player that works collaboratively with all associates to successfully support the daily functions and strategic deliverables. Successfully manage daily client interactions and requests. This may include answering incoming calls and emails, opening accounts, onboarding new clients, making transfers, obtaining necessary documents, completing client records, cutting checks, etc. Maintain wealth client files to meet compliance and regulatory standards. Support all aspects of pre-client meeting activities, including data gathering, client documentation, required statements, as well as post-client meeting work.Assist with Financial Planning efforts.Cross-train to provide coverage and an excellent client experience in our lobby area. This would include cash handling responsibilities. Provide support for Wealth Advisors. This includes administrative, operational, processing, and sales support. Follow proper procedures to minimize errors and maintain compliance standards. Work in various online systems.

Qualifications and Skills:degree or equivalent preferredyears in financial or client services experience is preferredin a core system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferredin Microsoft Office suite is requiredCommunication Skills – verbal, written, listeningfocused (collaborative, works well with others, supports team goals)attention to detailskillsto utilize technology resourceslevel of professionalism with confidential and sensitive information

Oakworth has been named the #1 Best Bank to Work For, for 6 years in a row, by American Banker Magazine. To learn more our story and what makes Oakworth unique, visit https://www.oakworth.com/.

If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.