What are the responsibilities and job description for the Client Associate position at Fiduciary Trust Company?
Position Overview:
The Client Associate will be an integral member of our growing New Hampshire team by fulfilling critical client facing and office management functions. The Client Associate will collaborate with other Client Associates, Account Officers, and management of the Company, to ensure smooth operation of the Manchester office and outstanding client service. Duties will include general office management, reception, administrative support and regular client communication. This role requires in-office presence Monday - Thursday in our Manchester, NH office.
Primary Responsibilities:
- Perform reception and general office management tasks, including greeting clients, coordinating meetings, maintaining client files, ordering office supplies, liaising with building management, and coordinating workflow and communications between the Manchester and Boston offices.
- Support Account Officer(s) in the management of client relationships and development of new business by working closely with the Officer(s) and other senior professionals, clients, prospects, outside professionals, and operations staff in Boston to deliver exceptional service to existing and prospective clients.
- Coordinate the opening and closing of client accounts, transferring of cash and securities, scheduling of client meetings, preparation of client and prospect meeting materials, internal investment and administrative reviews, mailing of statements and tax materials, maintenance of contact lists, and preparation of client letters and other communications.
- Review incoming correspondence and use excellent judgement coupled with all available resources to proactively research, resolve and respond in a timely manner to client matters requiring action. Understand when to consult with Account Officer(s) and others.
- Maintain familiarity with assigned client relationships, and proficiency and job knowledge with respect to current procedures, through training and development and active participation in regular NH Team, Client Team and Client Associate meetings.
- Perform other duties as needed including special projects and occasional client calls/meetings.
Required Skills and Characteristics
- Meaningful administrative and client contact experience.
- Background in trust administration, financial services, and/or wealth management preferred.
- Ability to work independently and in a team environment with minimal supervision.
- Proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
- Strong organizational skills with the ability to handle multiple tasks efficiently in a fast-paced work environment.
- Detail oriented, accurate and able to prioritize short and long-term deadlines.
- Ability to maintain a high level of client confidentiality and professionalism.
- Strong oral and written communication skills.
- College degree preferred.
Fiduciary Trust Company of New England is a New Hampshire chartered trust company based in Manchester, NH and is recognized nationally as the premier provider of New Hampshire trust services. FTCNE provides flexible trust administration services, including serving as a corporate trustee under directed and delegated trust arrangements, and also offers wealth planning, investment management, and private trust company hosting and family office support services.
