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The Private Wealth Management (PWM) Account Opening Specialist is responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts. The position is a subject matter expert and has deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding.
Job Responsibility:
Working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts
Acts as the primary internal contact and owns the process from initiation to account funding
Monitoring of various stages within the account opening process, understanding Service Level Agreements, and taking ownership over communication and follow up with local Advisors and support staff
Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner
Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable
Requirements:
Typically Associate's degree and/or five or more years of relevant experience
Basic knowledge of applicable department operations/policies and bank products/services obtained through training and experience
Effective verbal, written, and interpersonal communication skills
Proven client service and problem resolution skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
What we offer:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law