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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.
- Performs daily operational activities of accounts and provides the highest level of customer service to (internal and external) clients, prospects, partners, and Centers Of Influence (COIs).
- 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.
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