Overview Small enough to care. Big enough to deliver. The Sr. Private Wealth Associate supports the sales and service teams for Private Wealth including Private Banking, Wealth Advisors, Private Wealth Advisors, and Portfolio Managers. Integrating client service across all specialties and providing a seamless client experience are key attributes of the role. Responsibilities Private Banking Support: + Prepares letters, memorandums and reports. Processes payments, advances, and wire transfer requests; assists officer in opening new accounts, client account maintenance and preparing loan papers + Helps to research and resolve customer problems, and provides quality customer service via telephone, email and in person to both internal and external clients + Daily overdraft review + Contact for service center after zero out if PB not available + Assist in management of customer data + Identifying opportunities (checking large dollar transactions, accts that should be PB, etc.) + May be responsible for direct outreach to clients for scheduling, follow-up, paperwork, etc. Private Wealth Support: + Prepares client account agreements and other documentation + Prepares prospect/client materials for field as directed by the sales team. Binds booklets, etc. + Follows up on new client onboarding to create a seamless client experience; may include follow-up of required information to transfer existing assets to MidWestOne. + Supports regional teams with client event organization. + May be responsible for direct outreach to clients for scheduling, follow-up, paperwork, etc. Portfolio Management: + Assists in coordinating transactions necessary for ongoing client service + Provides reports and information as needed + Assists in oversight of client portfolios Qualifications + Bachelor’s degree or equivalent combination of post high school education and related work experience. + 5 to 8 years’ experience in a sales support role or some other client-facing role is preferred. Compensation Hiring Pay Range: $45,000 - $85,000The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks! + Competitive base compensation with additional performance-based incentives (incentives vary depending on role) + Career development and c ontinuous learning opportunities + Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more + 100% vested 401(k) Retirement Plan with 6% company match + Medical, Dental, and Vision insurance + Flex spending plan & Health savings accounts with employer contribution + Student Loan Debt Reduction Program + Employer provided group life insurance with option to purchase additional life insurance for you and your family members + Employer provided long term and short term disability insurance + Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity + Wellness Program + Free banking services and other financial services discounts + Take Your Dog to Work Day in June + Employee Rally Day- a day of celebration and recognition ! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. Location : LocationUS-MN-Golden Valley StatusNon-Exempt TypeFull-Time CityGolden Valley StateMN Hours Per Week40 Benefits PackageYes - Full Time Package Location : Address 2945 Winnetka Avenue North