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Wealth Management Personal Trust Associate The candidate: Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. Develops and maintains working knowledge of governing documents and account agreements. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role). More technically sound in area of expertise and has broader knowledge of other areas. Must have 3+ years of experience in trust administration, private client wealth management or paralegal experience in trust and estates. Excellent organizational, analytical, communication skill and client servicing skills are needed.
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