Client Experience Associate, Wealth Management

Job overview

The Client Experience Associate, Wealth Management role is onsite in Sioux Falls, SD. Compensation is not specified. The First National Bank in Sioux Falls describes a long-standing commitment to the Sioux Falls area and reinvestment in the communities it serves. The associate supports Wealth Management services through client communication, account administration, reporting, and transaction processing. The role contributes to client satisfaction, retention, and compliance with policies governing fiduciary relationships.

What you'll do

• Handle client requests and questions on assigned accounts
• communicate with clients and professional contacts
• provide front-line service by phone and email
• document interactions in CRM
• coordinate new account setup and account closing
• assist with tax preparation coordination when needed
• process account requests and transactions
• review transaction reports and cash balances
• provide administrative support to assigned officers
• coordinate bill payment and distributions
• maintain client and account records
• contribute to learning, collaboration, and process improvement.

What we're looking for

Skills & competencies

client experience associate

wealth management

sioux falls sd

the first national bank in sioux falls

client service

account administration

fiduciary relationships

crm

reporting

trust operations

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• profit sharing
• paid vacation and holidays
• company-paid short- and long-term disability
• tuition reimbursement
• employee banking perks
• community volunteer time.

Why this role

The posting requires a high school education and one or more years of relevant work experience, or an equivalent combination of education and experience. Secondary education in a related field is preferred.

About the employer

The First National Bank in Sioux Falls is hiring for this role. Industry: Commercial Banking. Sector: 52.