Client Account Services Associate

Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance and account closing. Assists clients, advisors and trust officers with researching questions and in resolving client account issues. Performs various functions associated with account governance, compliance, and regulatory requests. Other duties as assigned. Requires High School diploma or equivalent and 4+ years of account servicing, sales, customer service in the financial services industry or other directly related experience. A combination of experience and education may meet job requirements. College degree preferred. Advanced knowledge of financial services industry and products. Must have excellent customer service skills. Excellent oral and written communication skills to create relationships with clients. Must be detailed oriented and be able to work well under pressure and meet deadliens. Ability to resolve client account issues. Proficient in office software applications.