Client Administrator

2 days ago

Brooklyn, United States Genesis10 Full time
Genesis10 is seeking a Client Administrator for a 4-month on-site contract position with a leading client located in Brooklyn, OH. This role pays $31.20/HR W2 based on experience.
Job Duties:
  • The Client Administrator (CA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors team.
  • The CA will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties.
  • The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting SIA/RMs in retaining clients and identifying areas to improve existing relationships and processes.
  • The CA is the first point of contact with institutional clients' front office staff, or backup to an SIA/RM for all servicing needs and inquiries, including actual transaction execution and processing.
  • The CA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties.
  • The CA is also responsible for independently monitoring the accounts to ensure compliance with policies and procedures as well as regulatory guidelines.
  • The main focus of administrative activities relate to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects.
  • The CA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business.
  • May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure.
  • Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
  • Understands client requirements; works with approved product offerings and constructs creative solutions to meet these requirements.
  • Proactively assists in the administration of qualified plans, master trust custody, non-profit and investment management accounts.
  • Strives to eliminate all charge-offs and cash processing errors by making sure that the execution of all cash processing transactions are in accordance with existing procedures.
  • Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.
Requirements:
  • Candidates need to have at least intermediate or proficient excel experience, data entry and accounting/bookkeeping experience
If you have the described qualifications and are interested in this exciting opportunity, apply today

Genesis10 Contract & Perm Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10:
  • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
  • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
  • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
  • Behavioral Health Platform
  • Medical, Dental, Vision
  • Health Savings Account
  • Voluntary Hospital Indemnity (Critical Illness & Accident)
  • Voluntary Term Life Insurance
  • 401K
  • Sick Pay (for applicable states/municipalities)
  • Commuter Benefits (Dallas, NYC, SF)
  • Remote opportunities available

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Genesis10-74123698

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