Client Service Specialist Sr. UMBFSI

As a Senior Client Service Specialist, you will deliver client service to Private Wealth Management clients. You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team.

**How You Will Spend Your Time:**
• Serve as the main point of contact for clients
• Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
• Ensure clients have a positive service experience that always exceeds their expectations
• Build and maintain client relationships aimed at client retention and engagement
• Manage new client onboarding process, inclusive of client setup in Total Wealth and eMoney
• Maintain and update Salesforce CRM for all client activities
• Maintain client paperwork and electronic data files for all client relationships
• Understand the client’s overa...