Simmons Bank
Wealth Specialist
Dallas, TX
Sponsorship not specifiedDetected 7 hours ago
AccountingCustomer SupportCommunicationTime ManagementMicrosoft Office
Stay score
odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis.
- Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented.
- Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
Responsibilities
- Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
- Performs other duties and responsibilities as assigned.
Requirements
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to write simple-to-business correspondence and routine reports.
- Education and/or Experience
- HS Diploma/GED and
- Specialized Training
- Computer Skills
- MS Office programs
- Certificates, Licenses, Registrations
- Other Qualifications (including physical requirements)
- Must have good oral and written communication skills.
- Skills Training:
- None
Benefits
- Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.
Equal opportunity
- Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
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This listing is sourced directly from Simmons Bank's careers page and normalized into a canonical job model.