Wealth Client Relationship Manager I
Company: Seacoast Bank Careers
Location: Winter Park
Posted on: April 1, 2026
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Job Description:
JOB SUMMARY: The Wealth Client Relationship Manager I is
responsible for supporting a Wealth Advisor and coordinating the
on-boarding and servicing of Seacoast Wealth Management
relationships. The Wealth Client Relationship Manager I works
closely with all partners of the Wealth Management team, as well as
other lines of business within the Bank such as commercial banking,
retail banking, and residential lending. The Wealth Client
Relationship Manager I consistently gains the confidence and trust
of others through honesty, integrity, and authenticity. ESSENTIAL
DUTIES AND RESPONSIBILITIES: Work closely with designated Wealth
Advisor in the servicing of accounts, client and prospect meeting
preparation, financial planning organization, and overall practice
management. Responsible for performing general maintenance and
follow-up on pending issues. Communicate with clients via
telephone, face-to-face and written correspondence, using the
highest level of service and compliance standards. Proven
exceptional communication skills and logistical support. Ability to
understand a broad array of financial issues. Provide marketing
support in the form of prospecting, seminars, client reporting, and
other sales efforts as required by the Wealth Advisor. Assist with
CRM reporting, scheduling client and prospect meetings, and
maintaining strong relationships with internal Bank partners.
Responsible for team logistics and ensuring that requested tasks
have been handled by team members. Understanding of governing
instruments of clients to understand terms, responsibilities, and
duties of the company. Ability to manage multiple tasks with a high
degree of accuracy. Demonstrate a high level of emotional
intelligence. Maintain client and prospect confidentiality at all
times. Adhere to Seacoast Bank’s Code of Conduct. EDUCATION and/or
EXPERIENCE: High School Diploma or equivalent required. 5 years of
experience in the financial services industry to include investment
management support or bachelor’s degree preferably in Finance,
business, or related field. Demonstrate excellent communication
(written and verbal) and interpersonal skills. Able to work
independently and exercise a high degree of initiative. PC
Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as
well as Microsoft Office Suite software. The Statements above are
intended to describe the general nature and level of work being
performed by people assigned to this position. They are not
intended to be an exhaustive list of responsibilities, duties, and
skills. Because these statements are general, the job description
is used for a variety of purposes including job evaluations;
performance reviews; recruitment; etc. All Associates are required
to adhere to the highest legal and ethical standards applicable to
our industry. It is the policy of Seacoast Bank that all Associates
will be familiar and compliant with all regulatory, legal, ethical
and Bank risk mitigation requirements pertaining to both our
industry and their individual roles. This includes the on time,
successful completion of annual required training post-hire and
effective execution of role responsibilities.
Keywords: Seacoast Bank Careers, Daytona Beach , Wealth Client Relationship Manager I, Accounting, Auditing , Winter Park, Florida
