Analyst in Data and Client Services handling client data and ensuring compliance with regulations. Processing onboarding data and managing client accounts in a hybrid work environment.
About the role
- Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Responsibilities
- 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 moderately 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.
- Assist in the reception of client guests, and answer office phones as needed.
- Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed.
- 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.
- Assist in the completion of expense reports and other related requirements for professionals.
- Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
- Participate in special projects and identify process improvements.
- Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.
Requirements
- 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 in Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing.
- Knowledge of Salesforce.com applications 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.
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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