Client Support Lead, Wealth

Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL ! We are looking for a full-time Wealth Client Support Team Lead that will play a vital role in supporting our business goals and overall vision . An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values ( G olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic ).

Summary:

This role leads the Wealth Client Support team across all markets with a focus on providing an exceptional client experience and will also perform a variety of tasks including processing account transactions effectively, helping resolve client concerns or issues in a timely fashion, developing and following proper procedures to minimize errors, and working with other areas of wealth. Client Support Lead is expected to build great rapport with Oakworth associates & clients, effectively manage Client Support Specialists, and be a strong team player who takes pride in performing well and enjoys helping others.

Key Roles/Responsibilities:

- Lead, Manage, hold Accountable client support including supporting their training and development needs.

- Provide exceptional service to clients and associates.

- Provide sales, processing, operational, and administrative support to Client Advisors, primarily to accounts at Oakworth Asset management.

- Work closely with the Wealth Business Services team and Wealth Leadership to prioritize, develop and implement projects to enhance client advisor and client experience.

- Own Wealth Client Support-specific Policies and Procedures Manual and Associate Training Manual.

Responsibility Details:

- Lead/manage Oakworth wealth client support team, including supporting their training and development needs.

- Own Wealth Client Support-specific policies and procedures. Ensure accuracy and updates are completed as needed.

- Partner with Director of Wealth Business Services to update overall Wealth policies and procedures.

- Partner with Wealth Compliance Officer to provide information for all audits, compliance reviews, and regulator requests.

- Serve as primary liaison between other departments and the client support team, fostering communication and collaboration.

- Work closely with the Wealth Business Services team and Wealth Leadership to prioritize, develop and implement projects to enhance client advisor and client experience.

- Identify gaps in procedures and execution of wealth processes across all markets for accuracy and efficiency across wealth business.

- Using independent discretion and judgement will approve the release of available client funds.

- Serve as the first line of defense for fraud detection and maintenance of accurate records.

- Answer and respond to all incoming client calls and requests for account maintenance, disbursements, etc.

- Maintain accurate current and complete client records, obtain necessary documentation for change requests.

- Successfully onboard new client relationships utilizing 3,3,3.

Qualifications and Skills:

- Four-year college degree preferred; five plus years related experience and/or training.

- No certifications are required. Series 65 preferred.

- Previous experience in professional client service.

- Strong leadership skills; previous leadership/training experience is highly preferred.

- Demonstrates a high level of professionalism with confidential and sensitive information.

- Ability to manage priorities and workflow with minimal guidance.

- Experience on FIS/AddVantage, Black Diamond, custodian platform and other wealth technology tools preferred.

- Excellent interpersonal skills, as well as written and verbal communication skills.

- Acute attention to detail.

Oakworth has been recognized by American Banker magazine as one of the Best Banks to Work For nine times , earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked #2 nationally in both 2024 and 2025 , after holding the #1 ranking six times in prior years. To learn more about our story and what truly sets Oakworth apart, visit https://www.oakworth.com/ .

If you are interested in this excellent opportunity, please send your resume to [email protected] .