Banker

2 weeks ago

Brooklyn, United States BCForward Full time
Job DescriptionJob Description

BCforward is currently seeking a highly motivated Client Administrator for an opportunity in Brooklyn, OH 44144

Job Title: Client Administrator / FInancial Services

Job Location: 4910 Tiedeman Rd Brooklyn, OH, will be onsite occasionally at 127 People Square Cleveland, OH

Pay Range: $29 - $32

Duration: 3- 4 Months (Possible Extension)

Hours: M-F 8 to 5 pm EST

Job Description

Onsite position will need to travel to 127 Public Square Cleveland, OH on occasion.

The Client Administrator (CA) The CA will administer this book of business 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 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 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 KeyBank 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, corporate escrow, 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.

 

Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

Company DescriptionAbout BCforward
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.
BCforward is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.Company DescriptionAbout BCforward\r
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.\r
BCforward is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.\r
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.\r
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

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