Client Service Associate I or II

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Client Service Associate (CSA) is responsible for all aspects of administrative support for Private Client and Custody Relationship Managers, Account Managers, and clients. This position assists Relationship Managers and Account Managers by processing of operational and administrative needs of clients and monitoring execution of all transactions by operations support and vendors. The Client Services Associate I addresses client questions of transactions, processing, issues or problems as requested and assists with the delivery of all products and services to clients. This position requires general to minimal supervision and handles moderately complex issues, referring the most complex issues to the Client Service Associate II or WM Client Services Assistant Manager.

Primary Functions and/or Responsibilities:

• Monitors and processes account transactions to clients by working closely with Relationship Managers and Account Managers to ensure completion of administrative tasks
• Prepares distribution requests per instructions from Relationship Managers and Account Managers & monitors the approval process and distribution of funds
• Resolves operational issues working with the Relationship Mangers and Account Managers to ensure that services are delivered accurately and timely to client
• Monitors and resolves daily overdrafts and cash balances to maintain compliance
• Monitors service and product delivery to clients by working closely with operational support staff to ensure completion of administrative tasks
• Assists Relationship Managers and Account Managers with providing client relations by handling inbound and outbound client communications & identifies and escalates issues to Relationship Managers and Account Managers that require additional review and inquiry
• Completes opening and closing documents, reviews for accuracy and completeness, and forwards to Support Services or equivalent vendor service group for processing
• Monitors and updates compliance matrices, customer contact matrices, and appropriate tracking reports
• Coordinates with Relationship Managers and Account Managers, Tax Officer, outside accountants, and clients in the filing and payment process for the fiduciary and individual income taxes
• Contacts for client on securities and transactional issues, questions or problems related to products/services we provide
• Performs other duties as assigned

Education and/or Experience:

Client Services Associate I

• Bachelor’s Degree in related field preferred and/or a combination of experience and education
• At least one year of prior trust administration/wealth management experience preferred
• Experience with investments, taxes or the legal area is preferred
• Completion of Cannon, ABA or other trust-related courses desired

Client Services Associate II

• Bachelor’s Degree in related field preferred and or a combination of experience and education
• At least three years of prior wealth management/trust administration experience required
• Prior experience with investments, taxes or the legal area is preferred
• Completion of Cannon, ABA or other trust-related courses desired

Specific Skills, Knowledge & Abilities:

• Knowledge of legal/fiduciary responsibilities, securities processing, and trust operations preferred
• Ability to follow written and oral instructions
• Ability to process detail work accurately and in a timely manner
• Strong computer skills and ability to learn Bank and Wealth Management Trust Systems

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.

CSA II Hiring Salary Range: $26.25 - $30.75 (Annualized at 40 hours per week: $54,600 - $63,960)

CSA I Hiring Salary Range: $23.50 - $27.50 (Annualized at 40 hours per week: $48,880 - $57,200)

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

Salary : $24 - $28