Private Wealth Relationship Specialist - Nashville, TN
Core
Facilitates day-to-day basic transactional needs of affluent clients including processing deposits, payments, account transfers, and routine transactions.
Role type
Private Wealth Relationship Specialist (Administrative Support)
Builds
Supports a Private Wealth Management team in delivering bank products and services to a complex portfolio of affluent clients.
Domain
Banking / Private Wealth Administration
Required skills
Transaction processing, Client inquiry response, Appointment scheduling, Documentation processing, Risk monitoring, CRM software proficiency, Record keeping
Preferred skills
Private wealth administrative experience, Business degree, Understanding of private wealth processes
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint), CRM software
Responsibilities
Process deposits, payments, and account transfers; Respond to client requests and assist with basic inquiries; Support sales efforts via appointment scheduling and follow-up calls; Monitor first-line-of-defense risk activities.
Seniority
Entry-level to Junior, hands-on IC