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Client Service Associate
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Full-time
- Reporting to the Manager, this position supports Client Service Officer (CSOs) in the administration of Charitable Foundation Services (CFS), Institutional Client Services (ICS) and Retirement Plan Services (RPS) accounts where the Bank is acting as trustee, agent, or custodian.
- Assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
- Effectively coordinates and communicates with Central Admin Services - Administration (CASA), the team and the client to ensure requests are met on a timely and efficient basis.
- Supports Relationship Managers (RMs) by performing the following tasks: Scheduling Support - coordinating or implementing the client relationship strategy under the direction of the officer(s) on the account.
- Meeting support Client Relationship Management Software Support- helping officers with tracking and booking client servicing and business development reporting/ activity.
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Updated 27 days agoSimilar Job
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