Client Administrator OH

1 month ago


brooklyn, United States TalentBurst Full time
Client Administrator
Brooklyn, OH
3+ months with high possibility of extension
M-F 8 to 5 pm EST

Onsite position will need to travel to 127 Public Square Cleveland, OH on occasion.
Description:
  • 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 *** 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.Add Job Description.
    #TB_EN


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