Wealth Management Support Specialist

BSNB Real Estate Company, Inc.; Town of Ballston (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A community-oriented bank in Ballston Spa is seeking a Wealth Management Support Specialist. This entry-level role is ideal for individuals who enjoy client interaction and excel in organization. Responsibilities include addressing client inquiries, assisting with transactions, and collaborating with various stakeholders. The position offers professional development and a comprehensive benefits package, including tuition reimbursement and generous paid time off.

Benefits

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Tuition reimbursement

Pension plan

Qualifications

• Two years of experience in banking or related fields preferred.
• Ability to learn new software required.
• Must work independently and as part of a team.

Responsibilities

• Serve as the first point of contact for clients.
• Assist with account transactions and security trade processing.
• Provide exceptional customer service.

Skills

Verbal communication

Written communication

Attention to detail

Team collaboration

Software proficiency

Education

Associates degree in business or related field

Job description

Invest in your future with BSNB! BSNB is looking to hire an enthusiastic Wealth Management Support Specialist to join our growing Wealth Management department. Do you enjoy interacting with clients and place a high value on organization and accuracy? Would you like to work with a dynamic, growing bank that values the contributions of its staff.

A DAY IN THE LIFE OF THE WEALTH MANAGEMENT SUPPORT SPECIALIST

As the Wealth Management Support Specialist, you are often the first point of contact for clients, with the ability to address their inquiries, or refer more complex scenarios to other members of the department. You will also perform Wealth Management operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering. You will have the opportunity to interact with beneficiaries, law firms and accounting firms in this diverse role. You are extremely attentive to detail and accuracy, because you know that your work directly affects client satisfaction. You are always friendly and patient, always providing the exceptional customer service for which we are known.

Qualifications For The Wealth Management Support Specialist

• Two years' experience in banking, legal services support, wealth management, or brokerage industry preferred;
• Computer proficiency with a demonstrated ability to learn new software required;
• Demonstrated excellent verbal and written communication skills required;
• Must have the ability to work independently and as part of a team;
• Associates degree in business, communications, paralegal studies or related field preferred.

OUR INVESTMENT IN YOU

BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.

We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction.

About Ballston Spa National Bank

Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.

BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.

Salary: $20.00 - $28.00 per hour

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking