Small enough to care. Big enough to deliver.

 

The Private Wealth Associate supports the sales and service teams for Private Wealth including Private Banking, Wealth Advisors, Private Wealth Advisors, and Portfolio Managers.  Approximately 50% of the role is supporting the day to day needs of our Private Banking team and 50% of the role is supporting Private Wealth meetings for both prospects and existing clients.

Private Banking Support:

• Prepares letters, memorandums, and reports. Processes payments, advances, and wire transfer requests; assists officer in opening new accounts, client account maintenance and preparing loan papers.
• Helps to research and resolve customer problems, and provides quality customer service via telephone, email and in person to both internal and external clients.
• Daily overdraft review
• Contact for service center after zero out if PB not available.
• Assist in management of customer data.
• Identifying opportunities (checking large dollar transactions, accts that should be PB, etc.)
• Marketing liaison and new product development support

Private Wealth Sales and Prospect Support

• Prepares client review materials and works with team on inserts, bind booklets, and meeting support.
• Prepares prospect materials for field as directed by the sales team. Binds booklets, etc.
• Assist Chief Investment Strategist with thought leadership marketing materials.
• Follows up on new client onboarding and works with Admin team to create a seamless client experience. Include follow-up of required information to transfer existing assets to MidwestOne.
• Supports regional teams with client event organization.
• May be responsible for direct outreach to clients for scheduling, follow-up, paperwork, etc.

• Post high school education preferred or equivalent combination of education and related work experience.
• Three to five years’ experience in a sales support role or some other client-facing role is preferred.

 

Hiring Pay Range: $60,000-$80,000

The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.