Private Wealth Specialist

Private Wealth Specialist

Position at First Business Bank Join us today as the Private Wealth Specialist! First Business Bank is a Top Workplaces USA company. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model : Based out of our Brookfield, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week.

OVERVIEW The Private Wealth Specialist supports Trust & Investment and Private Banking teams by helping manage client accounts and providing high-quality service. This role works closely with internal partners and clients to ensure smooth account administration, onboarding, and ongoing support. The position also serves as a key contact for clients, vendors, and advisors, helping maintain strong relationships and efficient operations. Specifically, as the Private Wealth Specialist you will :

• Trust & Investment Support Assist Trust and Wealth Advisors with client relationships and account needs. Prepare materials for client meetings and onboarding. Research transactions and policies. Provide direct client support when Advisors are unavailable. Help coordinate client events.
• Private Banking & Client Services Deliver excellent client service and resolve issues. Manage paperwork and procedures for new accounts and client requests. Collaborate with internal teams to support banking needs and loan processing. Serve as a backup for teller services and greet clients as needed.
• Account Administration Support clients with account setup, maintenance, and cash movement. Answer questions about accounts and procedures. Ensure timely processing of disbursements and standing instructions. Help clients with online access and troubleshooting.

The successful candidate should have :

For full info follow application link. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.