Wealth Management Client Service Specialist
Company: The Glenview Trust Company
Location: Louisville
Posted on: May 2, 2024
|
|
Job Description:
THE GLENVIEW TRUST COMPANY Wealth Management Client Service
Specialist BASIC FUNCTIONThe Wealth Management Client Service
Specialist provides administrative support to the Trust Principals,
including calendar management, organization and prioritization of
documents and files, and coordination of meetings and conference
calls, as well as required materials. The Client Service Specialist
resolves concerns, including financial matters, and serves as the
initial contact for Glenview clients and beneficiaries. The Client
Service Specialist takes action on behalf of clients within Client
Service Specialist authority, directing other client questions and
issues to the appropriate party for response. This position
executes the administrative functions associated with the opening,
closing and transfer of assets for client accounts. The Client
Service Specialist position also assists with the administration
and monitoring of selected assets. This position also ensures all
accounts are updated with changes in client information and
communicates those changes to appropriate parties. ORGANIZATIONAL
RELATIONSHIPSReports to:Supervises:Trust Principal / Chief
Fiduciary OfficerThis position has no supervisory responsibilities.
SPECIFIC DUTIES AND RESPONSIBILITIESResolves concerns and takes
action on behalf of clients, including certain financial
transactions within Client Service Specialist authority, and
directs other client questions and issues to the appropriate party
for response. Has authority to commit Company financial resources
to a pre-determined level to resolve client issues.Collect and
review information regarding the client's income, assets,
investments, or debts.Serves as the initial contact for clients and
beneficiaries. Performs functions related to contact and
communication with clients and beneficiaries, including scheduling
annual contact plan meetings for Trust Principal and updating
contact plan information in Salesforce.Provides administrative
support to the Trust Principal, calendar management, organization
and prioritization of documents and files, and coordination of
meetings and conference calls, and timely preparation of any
required materials. Prepares and assembles meeting materials for
the Trust and Investment Principals, including the gathering of
data, updating previous data and formatting of presentation
materials. Assists the Trust Principal with new client set up and
welcome standards. Prepares new account opening memo and other
forms or documents for Trust Principal's review.Establishes and
updates beneficiary and recipient name and address records,
statement cycles, cash distributions, and other communications
related to clients.Answers client telephone calls and returns
missed calls within 24 hours. Conducts proactive calling within
prescribed contact standards. Composes letters and documents for
Trust Principal's signature as required. Clears or pends overdrafts
according to established banking and company procedures or upon
specific direction of the Trust Principal, reviews daily activity
for correctness, proper posting, and overdrafts. Posts deposits to
accounts. Establishes and processes disbursements, tracks credit
advices, reviews and establishes bill pay process for reoccurring
client bills and pays non-reoccurring bills. Completes financial
transactions and processes personal and charitable cash gifts
within Client Service Specialist authority and/or as directed by
Principal.Documents discretionary distributions with appropriate
forms, for Principal review. Provides maintenance to trust system
for account and client information as needed or directed. May
prepare Account Opening and Closing forms for Trust Principal's
review and approval. Establishes alerts when needed and as directed
by Principal. Monitors and completes actions, as necessary. Works
with Operations to establish and maintain payroll information for
client employees as directed by Principal. Creates estate planning
folder when directed. Sends original documents to the vault and
copy to estate planning files and Smart Search. Updates Salesforce
estate planning tab. Updates flow charts as needed by Principal.
Establishes and updates family office reports and customized
spreadsheets or as directed by Principal. Disseminates to client on
pre-determined schedule. Assists with tax processing as required by
Principal. Performs research and projects as requested by
Principal.Provides general office support and office housekeeping
as needed. Attends Company and industry-related meetings, as
required.Establishes individual goals which are aligned with the
Company's business strategies and objectives.Functions as a
contributing member of the department's team and other teams, as
assigned.Performs other duties, including special projects, as
assigned by executive leadership.STANDARDS OF PERFORMANCEExcellent
organization and calendar management support for Trust
Principals.Ongoing attention to the image and standard of
professionalism for both the Trust Principal, as well as the
Company.Professional and timely communications with clients and
appropriate parties. Timely and accurate input of data related to
clients in the Glenview Trust Company systems.Timely and accurate
preparation of meeting materials. Accurate and timely completion of
projects and/or reports.Prompt response to missed calls.Maintenance
of Company and client information in a confidential manner.MENTAL
AND PHYSICAL REQUIREMENTSAbility to manage a large volume of
complex tasks and meet required deadlines of the company and its
clients.Ability to communicate effectively and professionally with
clients, beneficiaries, and affiliated parties.Ability to maintain
a high level of concentration with frequent time pressures and
constant interruptions.Ability to sit for extended periods of
time.Ability to maintain sustained visual attention for
considerable periods of time.WORKING ENVIRONMENT This position
involves working within an indoor office environment around general
office equipment, including computers and workstations.EDUCATION,
Experience and TRAININGMinimum of a 2-year Associate degree
required; 4-year Bachelors' Degree preferred.Minimum of 5 years'
experience providing administrative support.Experience within a
legal or financial organization with experience in Trust
Administration preferredExperience managing relationships with high
profile clients.Demonstrated ability using the Microsoft Office
suite, particularly Word, Excel and PowerPoint requiredSalesforce
experience a plus. Glenview Trust is an Equal Opportunity Employer,
and all qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, national
origin, veteran status, disability, or any other category protected
by law. Compensation details: 65000-70000 Yearly
SalaryPIb26007b5c4e1-25660-34336969
Keywords: The Glenview Trust Company, Lexington , Wealth Management Client Service Specialist, Executive , Louisville, Kentucky
Click
here to apply!
|