Job Description
Job Summary:
The Wealth Management Analyst role is responsible for providing support to clients in managing their financial affairs. This includes assisting with account setup, funding and rollover transactions, as well as providing excellent customer service.
Responsibilities:
• Solve complex account issues that require extensive analysis while moving through different scenarios and systems.
• Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
• Assist customers with establishing new accounts and initiating funding and rollover transactions.
• Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Banks goals.
• Assist in the creation and updating of prospect and customer financial plans and investments analyses.
• Utilize software and tools that facilitate financial planning.
• Gather data and create reports that are utilized by the department and its committees.
• Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
• Maintain confidentiality of customer account information.
The Wealth Management Analyst role is responsible for providing support to clients in managing their financial affairs. This includes assisting with account setup, funding and rollover transactions, as well as providing excellent customer service.
Responsibilities:
• Solve complex account issues that require extensive analysis while moving through different scenarios and systems.
• Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
• Assist customers with establishing new accounts and initiating funding and rollover transactions.
• Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Banks goals.
• Assist in the creation and updating of prospect and customer financial plans and investments analyses.
• Utilize software and tools that facilitate financial planning.
• Gather data and create reports that are utilized by the department and its committees.
• Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
• Maintain confidentiality of customer account information.
💡 Quick Summary
Seeking a career-building opportunity? The Banking and Finance Expert position is now open for candidates interested in the Bank Jobs sector. This role in Marion offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.