Advisory Operations Specialist

NICOLET NATIONAL BANK • Green Bay, WI • 2h ago

JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on the
principles of community banking, putting the needs of our customers at
the forefront of our decision-making. Our Core Values drive everything
we do, and we are committed to serving our customers with excellence. We
believe that every job in our organization is critical to our success,
and we are dedicated to creating a work environment where our employes
feel valued, respected, and supported. With locations in Wisconsin,
Michigan, Minnesota, and Florida we are proud to service our local
communities and make a positive impact on the lives of our customers. At
Nicolet National Bank, we believe that our people are our most valuable
asset, and we are committed to investing in their growth and
development. The Advisory Operations Specialist provides administrative
support to the Wealth Department by researching and updating client data
across platforms, assisting in account maintenance efforts, reviewing
system data feeds, participating in data integrity projects, and
executing on routine duties as assigned. This role is responsible for
day-to-day case completion, responding to advisor and client service
associate requests, performing account maintenance functions, and
reviewing and completing standard operating procedures (SOPs). As an
Advisory Operations Specialist, you will: Manage CRM system for Advisors
and support staff including household maintenance, account aggregation,
client data reporting, and case completion. Internal processing of
clerical functions involved in opening and closing client accounts, to
ensure consistency across all platforms. Maintain data aggregation
system by organizing accounts into households and verifying data
accuracy for integration with the bank-wide CRM. Assist with compliance
projects such as annual disclosures, fee schedule audits, and investment
model reviews. Respond to advisor and client service associate requests,
ensuring timely and accurate resolution. Perform account maintenance
tasks, including updating client information across all relevant
systems. Reconcile account information across applications and external
custodian sources. Maintain standards for internal client file and data
integrity. Participate in the development, composition, and adoption of
team standard operating procedures. Provide support to front-end office
through user credential set-up and maintenance. Assist in the onboarding
of new hires and processing of employee transitions and terminations.
Ensure all... For full info follow application link. An Equal
Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion,
sex, sexual orientation, gender identity, national origin, or protected
veteran status and will not be discriminated against on the basis of
disability. If you have any questions or need assistance in the
application process, please contact HR at recruiting@nicoletbank.com
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/F76A9746003A4072

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