Description:
Under general supervision (but works independently most of the time), responsible for supporting/servicing team client relationships by coordinating administration of complex 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, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
- Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
- Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems.
- Develops and maintains working knowledge of governing documents and account agreements.
- 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.
- 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.
- Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
- Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
- 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.
- Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
- Able to serve as a key subject matter expert and mentor to other more junior level employees.
- Able to facilitate discussions and reach decisions.
The successful candidate will benefit from having the following competencies:
- A College or University degree and/or relevant proven work experience is preferred.
- 5-7 years of 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, guardian and Advisory services and products, usually acquired through related work experience, is required.
- Analytical, problem solving, organizational, and technical skills are required.
- Highly flexible and adaptable to change.