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Form of workThere are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents®," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.
Job Summary:
The Client Service Associate is responsible for all aspects of administrative support for the Private Client and Institutional Relationship Managers and Account Managers to provide best-in-class service to our Wealth Management clients.
The Client Service Associate will provide daily administrative support to the team, assisting with the delivery of all products and services, including addressing client questions, resolving issues, ensuring daily transaction processing is completed both timely and accurately, and providing best-in-class service in all we do. This position requires minimal supervision and handles moderately complex issues, referring the most complex issues to the Client Service Team Assistant Manager.
Primary Functions and/or Responsibilities:
• Monitor and process daily administrative tasks for clients by working closely with Relationship Managers and Account Managers to ensure completion.
• Prepare distribution requests based on instructions from Relationship Managers and Account Managers. Monitor the approval process and distribution of funds.
• Resolve operational issues working with the Relationship Mangers and Account Managers to ensure that services are delivered accurately and timely to clients.
• Monitor and resolve daily cash balances to maintain compliance.
• Monitor service and product delivery to clients by working closely with operational support staff to ensure completion of administrative tasks.
• Assist Relationship Managers and Account Managers by handling inbound and outbound client communications. Identify and escalate issues to Relationship Managers and Account Managers which require additional review and inquiry.
• Complete account opening and closing documents, review for accuracy and completeness for processing.
• Monitor and update compliance and customer contact matrices and update appropriate tracking reports.
• Coordinate with Relationship Managers and Account Managers, Tax Officer, outside accountants, and clients with tax processing for fiduciary and individual income taxes.
• Other duties as assigned.
Flexible and/or hybrid work schedules available.
Education and/or Experience:
• Four-year college degree in a related field preferred OR an equivalent combination of education and experience
• Bachelor's Degree in related field Preferred and/or a combination of experience and education
• At least one year of prior trust administration experience required
• A background in investments, taxes or the legal area is preferred
• Completion of Cannon, ABA or other trust-related courses desired
Client ServicesAssociate I -
o At least one year of prior trust administration experience required
Client ServicesAssociate II -
o At least three years of prior trust administration experience required
Specific Skills, Knowledge & Abilities:
• Knowledge of legal/fiduciary responsibilities, securities processing, and trust operations preferred
• Ability to follow written and oral instructions
• Ability to process detail work accurately and in a timely manner
• Strong computer skills and ability to learn Bank and Trust Systems
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"
