ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Specialist at Simmons Bank - ApplyBlast

Wealth Specialist

Simmons Bank

1 day ago

3.5 on Glassdoor

Dallas, Texas, United States

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

This position provides high-level customer service to Institutional and Private Wealth clients, handling correspondence and maintaining client records. The role supports Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management with detailed accounting and administrative duties. It involves assisting with account management, preparing reports, and ensuring compliance with policies and regulations.

Responsibilities

Provide high-level customer service to Institutional and Private Wealth clients
Assist with low to medium complexity private wealth and institutional accounts
Maintain client records and ensure compliance with policies and regulations

Skills

About Simmons Bank

simmonsbank.com

Headquarters

Pine Bluff, Arkansas, United States

Company Size

1001-5000 employees

Founded

1903

View Profile

For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.