What are the responsibilities and job description for the Senior Client Service Officer position at Westport One?
About Us:
Westport One is a trusted partner in trust and wealth management. We take a team-based approach to working with our clients, partners, and internal teams to deliver exceptional results.
The Role:
We are looking for a senior client service officer to join our team. This role involves building relationships with clients and internal teams, identifying opportunities to grow our business, and delivering high-quality service to our clients. The ideal candidate will have a strong background in fiduciary services, excellent communication and customer service skills, and a strong understanding of the banking environment.
Your Key Responsibilities:
- Build and maintain strong relationships with clients and internal teams
- Identify opportunities to grow our business in trust, IRA's, agency accounts, and investment management accounts
- Deliver high-quality service to our clients
- Work effectively in a team-based approach
What We Offer:
We offer a competitive salary and benefits package, as well as relocation assistance for the right candidate. We also provide training and development opportunities to help our employees succeed in their roles.