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WEALTH MANAGEMENT CLIENT SUPPORT II - 13957
EVANSVILLE IN 47734
Category: Other
  • Your pay will be discussed at your interview

Job code: lhw-e0-90648877

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Indiana State Job Bank

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  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
       
  1 Views, 0 Applications  
 
WEALTH MANAGEMENT CLIENT SUPPORT II - 13957
DescriptionOld National Bank was established in 1834. Today we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients including Commercial Banking, Retail Banking, Investments, and Wealth Management. At Old National we believe that by helping our associates balance work life with home life, we create a more productive workforce and a much stronger company. In 2018, Ethisphere Institute announced Old National Bank as one of the Worlds Most Ethical Companies for the seventh consecutive year. Old National Bank has an opportunity for a Wealth Management Client Support Associate for the Evansville office. The Client Support Associate is responsible for providing client support to Wealth Management Clients as well as technical and administrative support to a Wealth Management team. Client and technical responsibilities vary based upon the area to which the Wealth Management Client Support Associate is assigned.Responsibilities: Provide day to day support for Wealth Management clients such as researching and resolving account issues, escalating client matters to management and processing client maintenance requests Provide assistance to Wealth Management Product Specialists in the completion of technical tasks and projects such as updating client investment objectives, maintaining client files, assisting with completion of annual client account reviews and assisting with minutes and various committeesQualifications: 1 to 5 years of trust or wealth management experience preferred Experience must include administrative/support background with ability to successfully use Microsoft Office products: Excel, Word and PowerPoint Must have strong verbal and written communication skills Must have a professional image reflective of the Wealth Management DepartmentOld 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, sexual orientation, gender identity or any other characteristic protected by law.VEVRAA Federal ContractorWe request Priority Protected Veteran and Disabled Referrals

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