Job Details

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, reviewi...Client Service, Associate, Customer Service, Relationship Manager, Wealth Advisor, Processing, Retail, Banking