Relationship Associate II- Wealth Management

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.