Client Service Specialist

Client Service Specialist

The Client Service Specialist provides administrative and operational support to Wealth Advisors and Trust Officers. This role ensures a high standard of client service by managing daily tasks including account maintenance, transaction processing, and coordination of client needs across wealth management, trust, and private banking. Client Service Specialist are expected to follow through on all responsibilities to completion, ensuring accuracy, timeliness, and adherence to regulatory standards.

Responsibilities

Client Service & Administrator Support

• Serve as the primary support resource to Wealth Advisors and Trust Officers.
• Respond to client inquiries and service requests, ensuring accurate and timely follow-up to completion.
• Prepare and submit forms for client-initiated requests, including address changes, research, and online enrollment requests.
• Track and follow through on all client service items until fully resolved.

New Account Opening

• Facilitate new account requests from trust officers and wealth advisors.
• Gather necessary documentation, complete account-opening paperwork, and coordinate with internal teams to ensure accounts are established and funded accurately and timely.
• Assist in establishing online access, standing instructions, recurring distributions, and money movement for newly opened accounts.

Funds Transfer & Money Movement

• Initiate and process internal transfers, ACH transfers, wire requests, and check disbursements, ensuring compliance with authentication protocols.
• Coordinate with operations and risk partners for high-risk or high-dollar transactions as needed.

Client Reporting & Maintenance

• Maintain accurate client records, including client contact details, relationship structure, and ownership information.
• Prepare and coordinate customized client reports, research, and statements as requested by account administrators.
• Assist with trust-specific requirements including statement delivery preferences, distribution tracking, and documentation updates.

Ongoing Account Servicing

• Coordinate account maintenance tasks such as required minimum distributions requests, and periodic gifting transactions.
• Handle retitling requests, death claim processing support, and successor trustee transitions.
• Facilitate standing instructions and recurring payment setup and maintenance.

Compliance & Risk Awareness

• Ensure all activities comply with applicable regulatory requirements, policies, and procedures.
• Maintain strong documentation and audit trails for all actions taken.
• Adhere to risk controls related to client authentication and dual control processes.

Cross-Functional Collaboration

• Support across wealth, trust, and private banking teams; gain functional knowledge in each area.
• Participate in cross-training and contribute to centralized support initiatives.
• Partner with peers and leaders to recommend process improvements and share best practices.

Qualifications

Qualifications & Skills

• Experience in financial services, preferably in a support or operations role.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office; experience with CRM and wealth platforms is a plus.
• Strong sense of ownership and commitment to completing tasks thoroughly and accurately.

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 a disability, sexual 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, SVP, 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!