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.
Experience and Education:
- 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.
Skills & Qualifications:
- 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.
Other Requirements:
- 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.
We’re a culture that offers resources to benefit your overall health and well-being…
- Career Development and Mentorship Programs
- Generous paid time off, minimum 4 weeks
- Employee recognition, awards, and events
- Free vision insurance
- Retirement matching
- Tuition reimbursement
