Client Services Coordinator

4 weeks ago


Bar Harbor, Maine, United States First National Lincoln Full time
Job Summary

As a Client Services Coordinator at First National Bank, you will play a vital role in providing exceptional administrative support to our wealth management and trust division. Your primary responsibility will be to work closely with Relationship Management and client service staff to ensure the highest level of customer service and accuracy.

Key Responsibilities
  • Assist with account administration, including account setup, maintenance, and closure.
  • Address client inquiries and provide assistance as needed.
  • Oversight of client online access site, providing client assistance and support.
  • Maintain detailed account administrative records.
  • Assist with completing regulatory reviews in accordance with required time constraints.
  • Prepare account paperwork, including new account documentation, periodic documentation updates, etc.
  • Prepare and process client contributions and disbursements according to established policies and procedures.
  • Monitor account overdrafts and coordinate with RM/PM to address them on an as needed basis.
  • Work within trust accounting system to process account maintenance, account setup or closings, transaction processing, etc.
  • Filing/imaging of correspondence and account administrative records.
  • Departmental responsibilities:
  • Complete daily and periodic operational functions, including daily settlement, monthly reconciliations, etc.
  • Assist with various compliance functions as needed.
  • Mailing of invoices.
  • Assist with tax form preparation and client distribution of same.
  • Adhere to and ensure department compliance with banking regulations, IRS regulations and other fiduciary requirements.
  • Participate in Administrative Committee Meetings
  • Prepare for and assist with Trust Administrative Committee meetings, and other departmental meetings.
  • Coordination of department events and outreach opportunities, including mass mailings, holiday cards, etc.

Requirements

  • High school diploma or equivalent.
  • Direct customer contact experience desirable.
  • Proficiency in Microsoft Word, Excel, & PowerPoint or equivalent.
  • Understanding of tax law and IRS Regulations desired.
  • Prior administrative support experience in financial services industry preferred.
  • High attention to detail, organizational skills, problem-solving skills, strong communication skills and excellent customer service skills are critical.


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