Job Details – this job has expired, please see similar jobs below
Under general supervision (but works independently most of the time), the Trust Associate is responsible for supporting/servicing team client relationships by coordinating administration of fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. This partner assists Wealth Management Trust Advisors, and/or Client Advisors with client requests, meetings, business development and creating client presentations. Specific tasks include
Coordinates account administration for fiduciary, investment management and/or custody accounts for client relationships.
Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
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.
Communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
Assists Trust Advisors, 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.
The successful candidate will have:
A College or University degree and/or relevant proven work experience is preferred.
3-5 years’ experience in financial servicing or related experience/credentials preferred.
Excellent oral and written communication skills are required
Focus on attention to detail, excellent follow through and task accountability
Strong analytical, problem solving, and organizational skills are required as well as the ability to juggle multiple priorities
Highly flexible and adaptable to change
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Company partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
Sign up and search through 43,288 curated jobs in the Finance & Investment Edition: