Wealth Management Client Service Executive

Job Title Wealth Management Client Service Executive

Corporate Title Associate

Location Jacksonville, FL

Overview

The Investment Sales Team, within Wealth Management, helps professionals and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. When you join this growing team as a Sales Coverage Support Analyst you will provide best in class service to our clients. You will provide day to day client servicing of both external and internal clients by researching account and transaction records to resolve basic discrepancies, and answer questions, process transactions for Clients or provide documentation on client activities.

What We Offer You

• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Educational resources, matching gift, and volunteer programs
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• A diverse and inclusive environment that embraces change, innovation, and collaboration

What You’ll Do

• Organize and maintain files, correspondence, and records in accordance with policy; Perform account opening for clients
• Demonstrate knowledge and understanding of the Private Bank product offerings (e.g., DPM, Custody, Trust etc.)
• Assist Product Teams (e.g., Discretionary Portfolio Management – (DPM)) in managing and servicing their client’s transaction and account opening needs
• Respond to client requests and inquiries in a timely and accurate manner
• Adhering to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media (HRM) policy
• Facilitate client directed transactions incl. wires, research requests and assist with account maintenance; Answer inbound client calls

Skills You’ll Need

• Adherence to regulatory policies, guidelines, and processes to deliver outstanding quality of work
• Ability to multi-task in a high volume, deadline driven environment
• Organized individual who demonstrates sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results
• Microsoft office skills
• Banking Experience, Transaction processing and Client Servicing experience preferred

Skills That Will Help You Excel

• Detail oriented, while able to understand and focus on the key points
• Willingness to learn
• Well-motivated and enthusiastic team player, able to work with others in a fast paced, independent, and dynamic financial environment
• Prior experience in Wealth Management
• Excellent communication skills, both written and spoken

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

Deutsche Bank Values & Diversity

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision

Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life

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