Client Service Specialist, Sr

Client Service Specialist, Sr

Job Locations

US-MN-St Louis Park

Category / Function

Trust / Wealth Management

Position Type

Regular Full-Time

Requisition ID

2025-18760

Workplace Type

On Site

Overview

Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

Our team members a re our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

Responsibilities

We are currently seeking a Wealth Client Service Specialist that will be responsible for providing administrative and sales support for High Net Worth (HNW) Wealth Advisors. This role is responsible for enhancing the Advisor's effectiveness by performing a variety of moderately complex to complex, diverse, sensitive and confidential administrative functions while providing overall information support. an integral part of the client experience by providing a high level of client service. The incumbent is involved in all phases of the client relationship and is experienced in handling complex accounts.

Salary Range

The salary range for this position is $21.50 / hr. - $37.50 / hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

Organizational and Administrative Support

Provides high level of organizational and administrative support to the HNW Advisory group. Includes maintaining client files and records; preparing client mailings; and engagement with internal departments to effectively manage client's relationship.

• Acts as liaison to assigned Advisors, understanding client, department, and organizational priorities.
• Provide day to day support to HNW Advisory clients. Particular tasks will vary based upon product area assigned but may include items such as researching and resolving account issues, escalating client matters to management, and processing client maintenance requests.
• May coordinate internal and external meeting including but not limited to confirming meetings / appointments, reserving meeting space, preparing meeting space with audio-visual technology as needed.
• May arrange corporate travel including developing itineraries and agendas, arranging transportation, lodging, and meeting accommodations.
• Discover, analyze, and research account problems and recommend solutions as appropriate.
• Establish and maintain orderly record keeping system ensuring maintenance of confidential account files.
• Demonstrated attention to detail.

Administrative Technical Knowledge and Communication

Execution of Exceptional Client Experience

Product Knowledge

Qualifications

Qualifications and Education Requirements

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 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, 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!

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If you're qualified for a position but need additional help with the application because of a disability, please email HRservices@oldnational.com (This email will respond to accommodation requests only.)