What are the responsibilities and job description for the Client Service Associate position at United Bank?
Job Description
The primary function is to support the designated Relationship Managers / Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships with clients, prospects, external professional advisors and internal business partners.
RESPONSIBILITIES MAY INCLUDE :
- Support in the administration of trust, investment, retirement and brokerage accounts.
- 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.
- Responsible for performing daily account administration and client service activities such as processing checks, generating daily reports, reviewing cash balances and processing of trade instructions.
- Respond to Audit and internal compliance requests as necessary.
- Responsible to 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.
- Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams or other departments to ensure deadlines are met.
- Assist in the completion of expense reports and other related requirements for professionals.
- Review pertinent account information on the trust accounting system daily to identify overdrafts and resolve other issues with the Account Officer(s).
- Review accounts monthly and prepare the annual account reviews. Review and organize the account file, ensure statements and distributions are set up and tax documentation is in order. Responsible for clerical and administrative support such as data entry, email, updating reports, faxes, appointment scheduling, travel coordination, and sales support.
- Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
- Participate in special projects and identify process improvements.
Qualifications
KEY COMPETENCIES :
Essential Functions :
