Senior Wealth Specialist

Position Summary

This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. The role also works directly with current and prospective clients, handles correspondence and other records, and ensures that actions taken on behalf of clients are documented. Additionally, the position provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.

• Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
• Assists with medium to high complexity private wealth accounts when supporting Private Wealth.
• Assists with medium to high complexity corporate, institutional, or governmental accounts when supporting Institutional Wealth.
• Prepares correspondence, client reports, and reports directly to other areas within the bank.
• Ensures client records are maintained, according to policy and procedure, either electronically or in hard copy.
• Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
• Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and prints client reports.
• Ensures compliance with policies, procedures, and regulations, maintaining high-level customer satisfaction.
• Ensures that all departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
• Ability to write simple-to-business correspondence and routine reports.
• Education and/or
  
  Experience:
  
  HS Diploma/GED and four to six years of experience as a trust assistant, or similar experience in a financial services position or a professional or business office is preferred.
• Specialized Training:
  None.
• Computer
  
  Skills:
  
  MS Office programs.
• Certificates, Licenses, Registrations:
  None.
• Other Qualifications (including physical requirements):
  Must have good oral and written communication skills.
• Skills Training:
  Communication, Customer Service, Time Management.

Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.