Client Support Lead, Wealth

Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Wealth Client Support Team Lead that will play a vital role in supporting our business goals and overall vision. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).
 

Summary:

This role leads the Wealth Client Support team across all markets with a focus on providing an exceptional client experience and will also perform a variety of tasks including processing account transactions effectively, helping resolve client concerns or issues in a timely fashion, developing and following proper procedures to minimize errors, and working with other areas of wealth. Client Support Lead is expected to build great rapport with Oakworth associates & clients, effectively manage Client Support Specialists, and be a strong team player who takes pride in performing well and enjoys helping others.

Key Roles/Responsibilities:

• Lead, Manage, hold Accountable client support including supporting their training and development needs.
• Provide exceptional service to clients and associates.
• Provide sales, processing, operational, and administrative support to Client Advisors, primarily to accounts at Oakworth Asset management.
• Work closely with the Wealth Business Services team and Wealth Leadership to prioritize, develop and implement projects to enhance client advisor and client experience.
• Own Wealth Client Support-specific Policies and Procedures Manual and Associate Training Manual.

Responsibility Details:

• Lead/manage Oakworth wealth client support team, including supporting their training and development needs.
• Own Wealth Client Support-specific policies and procedures.  Ensure accuracy and updates are completed as needed.
• Partner with Director of Wealth Business Services to update overall Wealth policies and procedures.
• Partner with Wealth Compliance Officer to provide information for all audits, compliance reviews, and regulator requests.
• Serve as primary liaison between other departments and the client support team, fostering communication and collaboration.
• Work closely with the Wealth Business Services team and Wealth Leadership to prioritize, develop and implement projects to enhance client advisor and client experience.
• Identify gaps in procedures and execution of wealth processes across all markets for accuracy and efficiency across wealth business.
• Using independent discretion and judgement will approve the release of available client funds. 
• Serve as the first line of defense for fraud detection and maintenance of accurate records.
• Answer and respond to all incoming client calls and requests for account maintenance, disbursements, etc.
• Maintain accurate current and complete client records, obtain necessary documentation for change requests. 
• Successfully onboard new client relationships utilizing 3,3,3.

Qualifications and Skills:

• Four-year college degree preferred; five plus years related experience and/or training.
• No certifications are required.  Series 65 preferred.
• Previous experience in professional client service.
• Strong leadership skills; previous leadership/training experience is highly preferred.
• Demonstrates a high level of professionalism with confidential and sensitive information.
• Ability to manage priorities and workflow with minimal guidance.
• Experience on FIS/AddVantage, Black Diamond, custodian platform and other wealth technology tools preferred.
• Excellent interpersonal skills, as well as written and verbal communication skills.
• Acute attention to detail. 

Oakworth has been recognized by American Banker magazine as one of the “Best Banks to Work For” nine times, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked #2 nationally in both 2024 and 2025, after holding the #1 ranking six times in prior years. To learn more about our story and what truly sets Oakworth apart, visit https://www.oakworth.com/.

If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.