About this role
Role Overview
- Field client inquiries and serve as the primary contact for assigned custody clients
- Process any requests and provide the highest level of customer service
- Use Excel for tracking and reporting purposes
- Use Custody processing systems to enter wire transactions, trades, and other money movements
- Partner with internal teams to drive client strategies and ensure client requests are satisfied
Requirements
- Minimum of one (1) year prior experience working in Financial Services (or equivalent experience)
- Fast paced, deadline driven environment
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits