Ad Client Service Associate
This position assists multiple Relationship Managers in our Abbot Downing group dealing with clients in the ultra high net worth area. They will work independently with primary focus on client portfolios of trust and investment accounts of all types. Will work across multiple business lines (trust centers, brokerage, private banking and insurance) in identifying and servicing client needs. Ensuring a broad range of client s needs are met, requests from simple to extremely complex. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Demonstrates strong product knowledge and client relationship management skills to meet the financial needs of clients and may have accountability over simple accounts. Cross-sells and services to existing clients. Prepares client correspondences and customized professional client presentation materials to support sales/marketing efforts. Spreadsheet preparation and analysis. Researches and resolves operational issues related to simple to complex accounts. Understands trust terminology and has the knowledge to interpret basic trust documents. Provide basic administrative support such as phone coverage, calendar maintenance, travel planning. May provide work direction and training to other Trust Associates as experience dictates.
1+ years client service or related business experience.
4-7 years in trust, fiduciary administration. Demonstrated professional communication, both verbally and in writing, with clients and colleagues in order to provide excellent service. Previous experience as a self-starter and demonstration of going above and beyond to service clients and assist the team. PC proficiency in SEI, Word, Excel and PowerPoint. Previous experience prioritizing tasks to meet deadlines.
Bachelors degree in finance, economics, accounting or other business related major. Completion of Cannon Trust School or the equivalent. Experience with ultra high net worth clients and/or previous experience in Wealth Management/The Private Bank.
Wells Fargo - 20 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...