Client Service Associate

Union Bank & Trust Career•Lincoln, NE

9d•Hybrid

About The Position

The Client Service Associate (CSA) supports Portfolio Managers and Wealth Advisors within Union Investment Management Group by completing administrative duties for assigned investment agency, foundation, endowment, and individual retirement accounts. The CSA serves as a client contact and assists with administration of complex relationships, including customized reporting. The position also requires adherence to applicable bank policies, laws, regulations, processes, and controls.

Requirements

Minimum of 3–5 years of investment administrative or investment operations experience is preferred.
Highly skilled in Microsoft Office products and working with other financial software.
Accurate and detail-oriented.
Organized and able to solve problems.
Time-efficient and deadline-driven.
Effective communicator.
Customer-service focused.
Self-directed and takes initiative.

Nice To Haves

General knowledge of UIMG investment philosophy.

Responsibilities

Open and maintain assigned accounts, track account transfers, and perform account maintenance.
Establish and maintain client relationships, serve as a primary client contact, and support client satisfaction.
Draft written or electronic communications on behalf of Portfolio Managers or Wealth Advisors.
Log and track customer calls and emails.
Maintain client-information databases, including Maui, Director, and Redtail, to support compliance with bank policies and standards.
Prepare quarterly and ad hoc updates for Portfolio Managers and Wealth Advisors.
Assist with complex client relationships requiring customized reporting.
Research and promptly service client requests, including account distributions and transfers, account activity and statement questions, and special requests.
Organize and track contacts with top-tier clients.
Facilitate marketing materials, new-business proposals, and client investment reviews.
Enter client information into UIMG systems using independent critical thinking.
Perform asset transfers for client accounts.
Monitor account cash lists for overdrafts and new contributions.
Coordinate all aspects of new account openings.
Act as a liaison between UIMG and other bank departments.
Understand and follow applicable bank policies, laws, and regulations; complete compliance training and follow required processes and controls.
Report compliance issues and violations of law or regulations in accordance with bank policies.
Maintain regular and reliable attendance.
Perform other job-related duties or special projects as assigned.