Private Wealth Service Specialist

Position Overview

The Private Wealth Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Private Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Private Wealth Service Specialist is also responsible for maintaining a high level of knowledge of products, services, and wealth systems to provide service excellence for our clients.  The Private Wealth Service Specialist will maintain awareness of identifying and managing risk and adhering to policies and procedures.

Duties and Responsibilities

• Services customers by assisting during client onboarding, providing detailed information, and addressing account serving needs.
• Assists the Private Banker, Trust Officer, and/or Portfolio Manager by processing and maintaining accurate and complete documentation and providing sales support.
• Responsible for identifying, researching, analyzing, and resolving complex problems with accounts related issues.
• Maintains an effective rapport with clients and United Community personnel.
• Compliance Training:  Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
• Other Duties: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Knowledge, Skills, and Abilities

• Education: High School diploma or equivalent 
• Experience: 2 or more years of customer service in one of the following areas:
  • Banking
  • Investment experience  

• Trust Administration      
• Skills:
  • Strong Interpersonal skills.
  • Strong written and verbal communication skills
  • Ability to work in fast paced environment.
  • Ability to work well independently and in a team environment.
  • Microsoft suite proficient

Supervisory Responsibility

This position does not have supervisory responsibility. 

Working Environment
Position requires schedule flexibility to work evenings and weekends as needed.

This position requires up to 5% travel.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.