Service Executive - Analyst - Associate
About The Position
As a Service Executive, you will provide day-to-day client servicing of both internal and external clients. This includes processing financial and non-financial requests such as asset and cash movement, account maintenance and research. When applicable, you will perform outbound calls to clients, coordinate with internal groups and partners to complete tasks and problem-solve any issues. You will also manage a toll-free line, assist with online banking questions and maintenance and conduct administrative tasks for Trust checks and Reg E disclosures daily. You are required to provide excellent service, communicate proficiently and stay organized to complete their work successfully.
Requirements
- Organized and demonstrates sound judgement; strong analytical tool kit with the ability to instill trust and deliver the desired results
- Relationship builder who develops trust and respect with internal and external stakeholders.
- Ability to deal with different personalities and always keep a professional outlook
- Ability to multi-task in a high volume, deadline driven environment.
- Ability to manage multiple requests in a timely fashion.
- Detail oriented, while able to understand and focus on the key points
- Escalate and highlight issues with excellent decision-making skills
- Motivated and enthusiastic team player, able to work with others in a fast paced, independent, and dynamic financial environment
Nice To Haves
- Confidence in liaising across business lines, front office and different times zones incl. offshore
- Leadership skills with the capacity to take initiative, as well as assume responsibility
- An active communicator who engages with internal and external people; highly collaborative, transparent, decisive, and able to drive decisions forward
- Extremely organized and self-sufficient, ability and confidence to make decisions alone
- Pro-active initiative to solve problems and go above and beyond status quo
Responsibilities
- Facilitate client directed transactions including but not limited to wires, ACHs, CD bookings, security and mutual fund transfers, account closures, etc. and complete full due diligence for all requests such as signature verification, consistency with client’s activity, cash availability, etc.
- Answer inbound calls from our toll free, field prospective callers (and refer accordingly) and redirect calls to respective teams when outside our scope along with completing daily administrative tasks including the sorting, logging and filing of Trust checks and the mailing of our post Reg E disclosures as applicable.
- Organize and maintain your personal service inbox folder, files, correspondence and records in accordance with policy
- Open investment accounts and collaborate with investment team on needed documents, approvals or information
- Assist with online banking issues , inquiries and maintenance requests
- Assist in identifying and contributing towards needed resources as well as taking initiative in continuously learning for individual progression and growth
Benefits
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift, and volunteer programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
