Client Solutions Associate

MARTHAS VINEYARD BANK • Falmouth, MA

4d

About The Position

Position Responsibilities Manage Trust/RIA/Brokerage phone traffic and client/prospect inquiries. Facilitate client/staff meeting preparation. -Coordinate meeting times -Reserve conference rooms -Set up conference/zoom calls -Prepare meeting agenda’s, handouts, presentations, etc. -Assist in any other client/staff preparation Process bills & distribution requests for all clients (Trust/RIA/Brokerage). -Assist MV Custody Services in managing daily distribution logs (excel & physical) -Daily/monthly reconciliation of distributions (Orion/FTC reports) -Facilitate incoming deposits Process mail for Trust/RIA/Brokerage (incoming/outgoing). -Prepare any bulk mailings for clients/prospects Prepare monthly/quarterly statements and manage reporting for review & fulfillment. -Coordinate between Orion core and FTC core systems for delivery accuracy -Manage 100% of the statement/reporting delivery process Assist in opening new accounts for Trust/RIA/Brokerage clients. -Prepare appropriate account opening paperwork -Work with prospective clients to ensure appropriate information is delivered -Facilitate 100% of account opening experience Create and manage all customer account files (physical & electronic). -Update and monitor client files for accuracy -Review files for compliance/regulatory oversight Assist in monthly/quarterly compliance reconciliation and reporting (Trust/RIA/Brokerage) -Prepare monthly/quarterly recon reports for review by Managing Director/CCO Proficiency in client/custodian core record keeping systems (Orion/LPL/FTC). Prepare various marketing and correspondences to clients and prospects. Act as Committee Clerk for the MVIA Investment and Administrative Oversight Committees. -Coordinate meeting times with various committee members -Prepare meeting handouts, presentations, etc. -Take committee minutes, etc. Assist and support general workload of Managing Director and any special projects assigned. Employee Responsibilities Recognize and demonstrate the Bank’s Core Values: We value and respect the contribution of each member of the team. We work together to support our mutual goals. We foster an inclusive, non-hierarchical environment. We gain a sense of fulfillment through our contribution to the whole. We manage client and company resources responsibly. We are passionate about our craft. Each day our effort is focused on doing better than the day before. Be curious. Expect the highest quality work from ourselves. Enable our creativity with continuous self-improvement. We go out of our way to do the right thing. Going the distance to do right by our customers and colleagues. Protect the confidentiality and privacy of our customers – no matter what. Embody the gold standard of professional ethics. Avoid even the appearance of impropriety. We are candid and kind. Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor. Have the courage to be honest. Trust and empower individuals. Hold each other accountable to uphold our values. Maintain knowledge of services in area of responsibility. Maintain basic knowledge of related state and federal banking compliance regulations. Demonstrate understanding and adherence to Bank Security procedures. Work within procedural limits of position. Any other tasks or projects assigned by supervisor.

Requirements

• High School Diploma.
• Associate or bachelor’s Degree a plus.
• 2-4 years’ experience in an office setting (Financial Services preferred).
• Proficient in Word & Excel.
• Positive attitude with emphasis on high quality customer service.
• Excellent organizational skills and ability to communicate in a fast-paced environment.

Nice To Haves

• Associate or bachelor’s Degree a plus.
• 2-4 years’ experience in an office setting (Financial Services preferred).

Responsibilities

• Manage Trust/RIA/Brokerage phone traffic and client/prospect inquiries.
• Facilitate client/staff meeting preparation.
• Process bills & distribution requests for all clients (Trust/RIA/Brokerage).
• Process mail for Trust/RIA/Brokerage (incoming/outgoing).
• Prepare any bulk mailings for clients/prospects
• Prepare monthly/quarterly statements and manage reporting for review & fulfillment.
• Assist in opening new accounts for Trust/RIA/Brokerage clients.
• Create and manage all customer account files (physical & electronic).
• Assist in monthly/quarterly compliance reconciliation and reporting (Trust/RIA/Brokerage)
• Prepare various marketing and correspondences to clients and prospects.
• Act as Committee Clerk for the MVIA Investment and Administrative Oversight Committees.
• Assist and support general workload of Managing Director and any special projects assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED