Cincinnati, OH30+ days ago
Oversees work processed by Investment Services support staff, Trust Operations and others to ensure account opening is in accordance with governing agreements, regulatory and legal requirements, and within procedural guidelines relative to new, existing and closing accounts Key Requirements and Technology Experience: Key Skills; Customer Service/ Account opening/ Banking products Associate degree, or equivalent work experience Two to four years of job-related experience, preferably in institutional trust and/or financial industry Thorough knowledge of trust administration, mutual fund products, and sales Thorough knowledge of account management, trust operations, project management, and legal regulations Ability to resolve complex problems with minimal guidance Effective interpersonal, verbal, and written communication skills Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. Key Responsibilities: Validate new account documentation is completed Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts Effectively communicate efforts, status updates, and challenges to all internal contacts, ensuring proper escalation as needed Embracing technology and finding new ways to solve problems As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services.