The Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management.
Position Accountabilities
Serve as primary contact for clients.Handles or refers client questions and complaints to the appropriate advisor.Performs account administration duties as assigned by the Trust Advisor and/or Wealth Relationship Manager.Use internal checklists to extract required information to open and close accounts on the trust accounting system.Ensure proper transfer and booking of all account assets.Ensure receipt of all appropriate legal documentation.Prepare documentation to be filed when account qualifies as fiduciary in the appropriate clerk’s office.Use state-mandated list and other instructions to prepare all documentation for presentation of Commissioner of Accounts.Monitor daily cash balances of ...