Client Service Associate

Role Overview

• Provides trust administration support to enable assigned Trust Officer(s) to effectively manage accounts while maintaining an optimal level of client service
• Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines
• Interfaces with centralized support areas to ensure completion
• Reads and understands Trust Agreements and related documents for administrative purposes
• Ensures fees are set up correctly as directed by Trust Officer
• Monitors accounts on a daily basis for overdrafts and un-invested cash
• Uses cash forecasting to determine approximate amount needed in accounts
• Builds and maintains strong client contact and provides sales support to team
• Follows-up on client issues and relays information to clients
• Resolves client requests and refers complex inquiries to Trust Officer
• Assists Trust Officer in managing business pipeline activity through Salesforce

Requirements

• Associate's Degree in business-related field or equivalent work experience (preferred)
• Experience working in the financial industry or other client service roles (required)
• Experience working in a trust department (preferred)
• Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills
• Ability to interact effectively in a team environment
• Demonstrated attention to detail
• Proficient in all Microsoft Office Applications and web-based portals

Benefits

• incentive compensation which may include production, commission, and/or discretionary incentives
• Flexible options in circumstances where roles can be performed effectively in a mobile environment