Acct Mgr, Institutional Trust

Responsible for coordinating the account administration for institutional trust and custody clients.

Maintains the account including record keeping, responds to client inquiries, produces reports and oversees transaction processing.

1.

Coordinates the account administration for institutional trust and custody clients 2.

Receives service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up-to-date 3.

Oversees development of appropriate action plans for client activities and ensures execution and follow-up 4.

Coordinates with servicing team on execution of client activity, communicating with client and vendors as appropriate 5.

Performs WEBEX or face to face Demos on the WCM/TOE systems for new and existing clients 6.

Documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity 7.

Develops clear understanding of clients” need behind service requests and communicates to service partners.

Obtains appropriate information from partners and client to facilitate service changes or transactions 8.

Assists client service and relationship managers with specific projects as needed 9.

Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures 10.

Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc.

are processed to facilitate client services 11.

Ensures accurate new account set up for Mid-Market clients.

3-5 years experience in financial accounting/business fields, with client servicing background.

Knowledge of trust operations and accounting systems usually acquired through related experience is needed to administer master trust and custody accounts.

General business knowledge is required to oversee client transactions.

Analytical skills, required to identify and resolve account issues.