What are the responsibilities and job description for the Relationship Associate II- Wealth Management position at Broadway Bank?
Position: Relationship Associate II- Wealth Management | Division: Wealth Mgmt Services |
Work Days: Monday - Friday | Hours of Operation: 8:00 AM - 5:00 PM
Why Broadway Bank
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview
The Relationship Associate II - Wealth Management provides comprehensive administrative support to ensure client satisfaction and retention. This client-facing role involves working closely with internal and external partners to address and resolve client issues promptly and effectively.
Essential Functions
Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Member FDIC
Work Days: Monday - Friday | Hours of Operation: 8:00 AM - 5:00 PM
Why Broadway Bank
We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview
The Relationship Associate II - Wealth Management provides comprehensive administrative support to ensure client satisfaction and retention. This client-facing role involves working closely with internal and external partners to address and resolve client issues promptly and effectively.
Essential Functions
- Provide administrative support for Wealth Advisors by reviewing authority documents to complete new account set-up.
- Complete new account checklist, and provide necessary information to Wealth Management Operations for setting up new assets, including transfer instructions and documentation for cost basis, market value, and acquisition date.
- Conduct research with clients, brokers, and transfer agents to determine the cost basis of assets.
- Maintain client contact information and correspondence records.
- Retain client correspondence and pertinent documents for account records.
- Review daily cash sheet to anticipate client cash needs and avoid overdrafts.
- Complete account closings in accordance with the account closing checklist.
- Ensure compliance with applicable policies, procedures, and regulations.
- Assist with special projects such as bulk mailings and dissemination of tax information.
- Receive client requests for information, assistance, and distributions, including Wealth Management Online.
- Review, approve, and process routine bill payments from client accounts.
- Respond to and resolve routine client inquiries and service issues.
- Contact internal partners to address issues and ensure prompt resolution.
- Serve as a back-up to designated associates and advisors for administrative support.
- Serve as a back-up to the receptionist, answering telephone calls and assisting clients.
- Assist in all areas of Wealth Management as requested.
- Assist in developing and writing procedures for relationship associate functions.
- Participate in Wealth Management projects as needed.
- This position may require travel within the Bank’s geographic area.
- A minimum of five years of full-time employment in trust or estate administration or operations.
- A four-year college degree or equivalent estate/trust work experience.
- Strong proficiency with Microsoft Office products.
- Exceptional client service skills with a positive attitude.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to multi-task and work independently with minimal supervision.
- Team-oriented with the ability to provide support for others.
- Strong problem-solving skills and the ability to handle complex client issues.
- Knowledge of trust and estate administration processes and regulations.
- Ability to maintain confidentiality and handle sensitive information.
- Demonstrated ability to work effectively with internal and external partners.
- Commitment to ongoing professional development and education in trust and estate administration.
- Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
- Occasional overtime or extended hours may be required.
- Career Development and Mentorship Programs
- Generous paid time off, minimum 4 weeks
- Employee recognition, awards, and events
- Free vision insurance
- Retirement matching
- Tuition reimbursement
Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Member FDIC