Experienced Client Services Officer – Trust Administration Support

At careerzynith, we're dedicated to delivering exceptional client service and trust administration support to our valued clients. As an Experienced Client Services Officer, you'll play a vital role in enabling our Trust Officers to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service.

About careerzynith

careerzynith is a leading provider of trust administration services, committed to delivering personalized and tailored solutions to our clients. Our team of experienced professionals is dedicated to providing exceptional service, expertise, and guidance to help our clients achieve their goals. With a strong focus on innovation, collaboration, and continuous learning, we strive to create a work environment that fosters growth, creativity, and success.

Job Summary

As an Experienced Client Services Officer, you'll be responsible for providing trust administration support to our Trust Officers, ensuring the effective management of fiduciary accounts and maintaining an optimal level of client service. You'll work closely with our team to analyze and research account problems, recommend solutions, and establish and maintain an orderly record-keeping system. Your exceptional communication and interpersonal skills will enable you to build and maintain effective working relationships with clients, team members, and other stakeholders.

Key Responsibilities

* Perform day-to-day functions on assigned accounts accurately and by necessary deadlines, including opening and closing accounts, processing bills, cash receipts, and wire requests

• Monitor accounts on a daily basis for overdrafts and uninvested cash and keep Trust Officers informed
• Analyze and research account problems and recommend solutions as appropriate
• Establish and maintain an orderly record-keeping system, ensuring the maintenance of confidential accounts files and special reports
• Order supplies for the team as needed
• Resolve client requests and refer complex inquiries to Trust Officers
• Read and understand Trust Agreements and related documents for administrative purposes
• Build and maintain effective working relationships with other team members to ensure high-quality and timely administration of assigned fiduciary accounts
• Monitor corporate action, process proxies, and due diligence reports for sub-advisors
• Maintain compliance with all internal policies and procedures as well as regulatory requirements
• Provide backup to other Client Service Officers when needed
• Create and maintain professional rapport and mutually agreeable working relationships with clients to sustain the account relationship
• Handle special projects as needed by the team
• Participate in educational sessions that enhance knowledge in Trust and Investments, under the direction of supervisor

Essential Qualifications

* 3-5 years of related experience and/or training

• Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of experience and/or training
• Proficiency in dealing with difficult clients and providing superior customer service
• Discretion of confidential personal, estate planning, and financial information of clients is mandatory
• Solid computer skills required (Word, Excel, PowerPoint, Outlook)
• Excellent written and verbal skills and ability to draft original correspondence
• Excellent organizational and analytical skills
• Strong numbers orientation and attention to detail
• Polished and able to work on and manage multiple tasks and projects with varied and changing priorities
• Able to work well on a diverse team, and flexible with the pressure of high volume and multiple deadlines
• Follow established procedures, as well as solve problems creatively
• High energy and enthusiasm are desirable traits

Preferred Qualifications

* Experience working in a trust administration or financial services environment

• Knowledge of trust laws and regulations
• Familiarity with estate planning and financial planning concepts
• Certification in trust administration or a related field (e.g., CTA, CTFA)

What We Offer

* Competitive salary and benefits package

• Opportunity to work with a dynamic and experienced team
• Professional development and growth opportunities
• Collaborative and supportive work environment
• Recognition and rewards for outstanding performance
• Flexible work arrangements, including hybrid schedule options

How to Apply

If you're a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!

Equal Employment Opportunity

careerzynith is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and supportive of all employees. Apply for this job