2 administrative specialist jobs found

Washington Trust Wealth Management is seeking an experienced, detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy, sound judgment, and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners, banking partners, tax professionals, and fiduciary specialists to deliver integrated wealth management solutions.   The ideal candidate brings strong relationship management capabilities, sound fiduciary and operational judgment, and the ability to work independently while collaborating effectively across teams.   Key Responsibilities: Client relationship management: Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of...

Washington Trust is seeking a Retail Banking Product Support Specialist to join their team. The Retail Banking Product Support Specialist serves as the Retail Banking business owner and subject matter expert for Washington Trust's core banking platform. This position is responsible for defining business requirements, managing product configuration, supporting system enhancements, and driving continuous improvement initiatives to ensure system capabilities support Retail Banking's strategic and operational objectives.   The incumbent will work closely with Retail Banking leadership, Operations, Information Technology, and other key stakeholders to ensure products, services, and processes are configured and maintained effectively while enhancing operational efficiency, employee productivity, and the customer experience.   Essential Functions Serve as the Retail Banking subject matter expert for the Fiserv DNA core banking platform, including an understanding of how...