Client Service Representative

Client Service Representative

Client Service Representative Rate: $20.00 per hour

Experience: Senior

Project overview: We are seeking a detail-oriented professional to provide administrative and client support within a Wealth Management team. This role assists with trust, investment management, estate settlement, guardianship, and custody accounts while helping ensure client requests and account activity are handled accurately and efficiently.

The position will support advisors and administrators with client inquiries, account maintenance, transaction processing, reports, meeting preparation, and presentations. The ideal candidate is organized, responsive, and comfortable working in a professional, client-focused environment.

Qualifications:

• A College or University degree and/or relevant proven work experience is preferred. 5-7 years experience in financial servicing or related experience/credentials preferred.
• Excellent oral and written communication skills are required
• In-depth Functional / Industry Knowledge of personal trust, estate, Client and Advisory services and products, usually acquired through related work experience, is required
• Knowledge of internal bank trust functions is required
• Analytical, problem solving, and organizational skills are required
• Highly flexible and adaptable to change
• Technical skills / systems knowledge (e.g. Peoplesoft) is required

Tasks & Responsibilities:

1.Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships 2.Develops and maintains working knowledge of governing documents and account agreements. 3.Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions 4.Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems 5.Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information. 6.Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. 7.Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity 8.Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools 9.Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures 10.Able to serve as a key subject-matter expert and mentor to other more junior-level employee 11.May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role) 12.More technically sound in area of expertise and has broader knowledge of other areas 13.Delivers a work product that requires less revision 14.Able to facilitate discussions and reach decisions