Job Description

**BE PART OF A BANK LIKE NO OTHER.** When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply. **Job Description** Reporting to the Director, Operations the Senior Wealth Account Specialist will provide day-to-day ongoing operational support for the Wealth Management division of SVB Private. The Wealth Management business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions. The Senior Wealth Account Specialist will be part of the New Account Team and responsible for onboarding new client relationship activities through managing operational tasks and supervising the work and daily activities within the team. + Follow established procedures to ensure proper account opening, account funding processing and paperwork generation as assigned + Liaise with client directly to obtain all KYC and supporting documentation. Prepare and execute with client new account and initial funding paperwork + Review new account forms for accuracy, with an eye to compliance and completeness + Provide training and act as a resource for more junior staff members on processes, procedures, and systems + Supervise work as needed; prioritize daily activities for team + Act as an escalation point for questions and concerns of more junior operational staff and/or client facing staff + Provide final quality control point for daily processing tasks + Provide account information to client advisors and maintain tracking records within the CRM system + Interface with custodial partners to ensure accurate and timely processing of tasks as needed + Proactively resolve client facing staff’s operational issues and concerns + Take and process client instructions as provided by client facing staff + Provide support for audit request + Utilize software and programs necessary for execution of job duties; maintain up to date knowledge and adhere to all operational procedures + Clerical duties such as mailing, scanning, processing forms and filing; creation of spreadsheets and tracking documentation + Compliance with all industry rules and regulations and firm policies + Other ad hoc projects and duties as assigned Qualifications + Bachelor’s degree preferred, or equivalent work experience + Minimum 2 years of relevant work experience within financial services in either an operations or client service role is preferred. + Strong computer skills and experience with software products such as Microsoft Office. Experience with custodial accounting platforms and CRM systems preferred + Proven problem-solving ability exemplified by strong interpersonal and organizational skills Location: must be within 60 miles of a SVB office in these cities - Santa Clara, CA, San Francisco, CA, S, Boston, Newton, MA \#LI-Remote \#LI-Hybrid © 2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: _SIVB_ ). **Equal Employment Opportunity** Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices. Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

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