Job Description
Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Client Service Specialist, Sr. is responsible for providing administrative and sales support to High Net Worth (HNW) Wealth Advisors. This role plays a critical part in delivering exceptional client experience by supporting all phases of the client relationship and handling complex accounts with professionalism and discretion. The incumbent must maintain advanced knowledge of HNW products, internal processes, and compliance requirements.
Salary Range
The salary range for this position is $21.50/Hr. - $37.50/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Organizational and Administrative Support
• Provide high-level administrative and organizational support to HNW Advisors, including maintaining client files, preparing mailings, and coordinating with internal partners.
• Acts as liaison to assigned Advisors, understanding client, department, and organizational priorities.
• Support day-to-day client service needs such as onboarding, money movement, account maintenance, and issue resolution.
• Coordinate internal and external meetings, including scheduling, reserving space, and preparing technology or materials as needed.
• May arrange corporate travel, including itineraries, transportation, lodging, and meeting logistics, as needed.
• Research and resolve account issues, recommending solutions where appropriate.
• Maintain orderly and confidential record-keeping systems.
• May be involved in event planning and event management, as needed.
• Acts as team advocate with company, navigating internal departments to resolve issues swiftly.
Administrative Technical Knowledge and Communication
• Assist Advisors with technical tasks and projects, including preparing client presentations.
• Support Advisors with Salesforce updates, client records, and pipeline tracking.
• Build strong working relationships with team members to ensure timely and accurate account administration.
• Ensure compliance with internal policies, procedures, and regulatory requirements.
• Provide project-related and client support with a high degree of accuracy and professionalism.
Execution of Exeptional Client Experiance
• Handle client issues with urgency and discretion, minimizing client and advisor effort and maximizing satisfaction.
• Monitor and execute tasks aligned with each client’s service plan and respond to day-to-day inquiries.
• Deepen and help retain client relationships by delivering a superior level of service and identifying opportunities for internal referrals.
• Follow up on client issues and communicate updates via phone, email, or meetings.
• Resolve routine client requests and escalate complex matters to Advisors as needed.
• Acknowledge family events (birthdays, anniversaries, weddings, funerals, etc.) with appropriate outreach (cards, gifts, messages, etc.)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, ****** orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Client Service Specialist, Sr. is responsible for providing administrative and sales support to High Net Worth (HNW) Wealth Advisors. This role plays a critical part in delivering exceptional client experience by supporting all phases of the client relationship and handling complex accounts with professionalism and discretion. The incumbent must maintain advanced knowledge of HNW products, internal processes, and compliance requirements.
Salary Range
The salary range for this position is $21.50/Hr. - $37.50/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Organizational and Administrative Support
• Provide high-level administrative and organizational support to HNW Advisors, including maintaining client files, preparing mailings, and coordinating with internal partners.
• Acts as liaison to assigned Advisors, understanding client, department, and organizational priorities.
• Support day-to-day client service needs such as onboarding, money movement, account maintenance, and issue resolution.
• Coordinate internal and external meetings, including scheduling, reserving space, and preparing technology or materials as needed.
• May arrange corporate travel, including itineraries, transportation, lodging, and meeting logistics, as needed.
• Research and resolve account issues, recommending solutions where appropriate.
• Maintain orderly and confidential record-keeping systems.
• May be involved in event planning and event management, as needed.
• Acts as team advocate with company, navigating internal departments to resolve issues swiftly.
Administrative Technical Knowledge and Communication
• Assist Advisors with technical tasks and projects, including preparing client presentations.
• Support Advisors with Salesforce updates, client records, and pipeline tracking.
• Build strong working relationships with team members to ensure timely and accurate account administration.
• Ensure compliance with internal policies, procedures, and regulatory requirements.
• Provide project-related and client support with a high degree of accuracy and professionalism.
Execution of Exeptional Client Experiance
• Handle client issues with urgency and discretion, minimizing client and advisor effort and maximizing satisfaction.
• Monitor and execute tasks aligned with each client’s service plan and respond to day-to-day inquiries.
• Deepen and help retain client relationships by delivering a superior level of service and identifying opportunities for internal referrals.
• Follow up on client issues and communicate updates via phone, email, or meetings.
• Resolve routine client requests and escalate complex matters to Advisors as needed.
• Acknowledge family events (birthdays, anniversaries, weddings, funerals, etc.) with appropriate outreach (cards, gifts, messages, etc.)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, ****** orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Specialist, Sr position is now open for candidates interested in the Customer Care Executive sector. This role in Chicago 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 Customer Care Executive is a plus.
