Client Administrator
3 days ago
location : Brooklyn, OH
Duration :3 Months
Job Description
Candidates need to have at least intermediate or proficient excel experience, data entry and accounting/bookkeeping experience
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.
#TB_EN
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