Support Relationship Managers in the administration of trust, investment and retirement accounts.
Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information.
Monitor and review daily reports for accuracy, action items, resolution, and follow-up.
Assist with account opening, asset transfer, account terminations, and special asset management.
Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions.
Manage incoming and outgoing client communications, including preparing correspondence and managing document retention.
Act as an initial point of contact for client inquiries and team communications.
Independently handle certain routine to complex client matters and undertake research or take needed action to resolve.
Serve as direct back-up to other team/office support professionals to provide team-based coverage.
Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities.
Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met.

Bachelor’s degree or equivalent experience required
A minimum of two years of experience in the financial services area, preferably in a fiduciary environment, is preferred.
Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing.
Knowledge of Salesforce.com applications is desirable.
Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person.
Proven ability to interact effectively with other professionals on a daily basis.
Excellent verbal and written communication skills/pleasant telephone manner.
Proven competence in organizational and problem-solving skills, ability to work well under pressure, and consistent accuracy and attention to detail.
Self-starter with a great deal of initiative.
Full understanding of client privacy and confidentiality.

Client Service Associate, Wealth Advisory

Key skills