Old National Bank
The Client Service Specialist provides administrative and operational support to Wealth Advisors and Trust Officers, ensuring a high standard of client service through daily task management and coordination. Key duties include managing account maintenance, processing transactions, facilitating new account openings, and handling funds transfers while adhering to regulatory standards. This role requires accurate record-keeping, cross-functional collaboration, and strong compliance awareness within the wealth management environment.
We’re your community bank for savings accounts, checking, mortgages, HELOCs, personal & auto loans and wealth management. Enjoy our top-tier financial services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Old National Bank.
40% below the average for this role