Duration: 10 Months with possibly extension
Position is also open in Charlotte, NC 28262
Skill:
- onboarding of new accounts/Trust clients
- Paper works/documentations
- follow up with clients
- Mutual funds company exp is plus
- Account Transfer
- Securities knowledge -- back office
- System – SWP platform/Salesforce client using
- Excel
JD:
- The Trust Client Interactions Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.
Key Responsibilities and Duties
- Participates in a variety of centralized operational trust activities including processing moderately complex to complex transactions or reconciliations and ensuring that all requirements to open, fund, maintain, and close an account have been met.
- Acts as a mentor and resource for junior team members providing guidance and support as needed.
- Updates Trust accounts designed to achieve the financial objectives of individual clients through a variety of activities associated with the opening, funding, and ongoing account maintenance.
- Reviews, prepares, and processes account terminations.
- Assists advisors with other key partners, prioritizing those actions that enable quality client interaction.
- May communicate advice to clients as directed by leaders or Sr. Trust Administrators; understands the nuances of managing relationships based on complexity, distance and accessibility.
- Manages and maintains accurate records and documentation related to accounts and transactions.
- Reviews, approves, and processes money movement, account opening transaction, and ensures client receipts and disbursements are properly posted.
- Manages account cash flows and account activity.
- Reviews each account to ensure that they are in compliance with laws, regulations and internal audit.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Pooja Rani
Email: pooja.r@ustechsolutionsinc.com
Internal Id: 26-09764
