This position serves as the primary operational contact and assists with account administration for the Bank’s wealth management division investment accounts. The CSM must be able to deliver exceptional customer service and assist clients with their needs while ensuring compliance with Bank policies and regulations. Independent judgment is required to plan, prioritize and organize a diversified workload.
Essential Functions
Respond to customer questions, requests and concerns, both written and oral, in a timely manner
Cultivate and maintain positive relationships with clients through regular, proactive communication and adherence to the Bank’s Culture of Excellence
Assist with administration of, and maintain a working knowledge of, existing DCM investment management accounts including:
daily client communications, including troubleshooting and problem solving
monitoring of daily client transactions
preparing account deposits and disbursements
preparing client/account correspondence
tracking client fees and account balances
account-specific system maintenance
Assist with administration of new DCM investment management accounts, including account system set-up and coordination/tracking of account initial funding
Maintain customer relationships by displaying a service-oriented attitude
Manages and maintains client files
Update Portfolio Managers on account system changes, client requests and daily communications
Serve on Wealth Management committees, as assigned
Minimum of 2 years experience in an administrative role supporting client service professionals; experience supporting wealth/portfolio management activities is preferred
Proven written and verbal communication skills, with strong emphasis placed on responsiveness and customer service skills
Excellent interpersonal skills, exhibiting a high degree of professionalism
Strong team orientation and demonstrated work ethic
Experience with and good working knowledge of standard computer applications, including Microsoft Word and Excel