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Client Services Support I

POSITION SUMMARY

Under supervision, this position performs various operational and administrative activities, routine to complex in nature, which are related to client relationships and account administration.  This is the less experienced job in the job family.  Incumbent is expected to perform routine and complex duties of the job functions. A certain degree of creativity, diplomacy and latitude is required. Use the Company’s computer systems in daily management of accounts. Required to speak and write in a clear, organized, and concise manner. 

 

MAJOR JOB RESPONSIBILITIES

  • Processes all client requests including deposits, disbursements, transfers, account openings and closings on a daily basis.  Executes daily pending transactions such as client bills, check requests, wire transfers, ACH transactions, and depositing checks.    
  • Communicates directly with clients to obtain approvals when necessary, in collaboration with client team members. Works on all types of correspondence and reports. Is responsible for the organization, maintenance and storage of client files on Salesforce (includes bills paid, tax returns, funds transfer requests, correspondences, etc.).        
  • Researches and resolves discrepancies and client inquiries.  Communicates with third-parties on behalf of clients to gather information and resolve issues.   
  • Assist with preparation of client meeting materials.  
  • Handle clerical responsibilities such as phones, mailings, copying and scanning.     
  • Assists the department manager in special projects as required.
  • As a member of Beacon’s administrative team, assist with mailings and other initiatives impacting the entire company.  Part of a team offering administrative support within the organization such as room reservations, client meeting setup and breakdown, maintaining a clean office space, etc.   

 

SUPERVISORY RESPONSIBILITIES

       None

 

SKILLS AND TRAINING

  • Proven ability to prioritize and organize work within a fast paced environment without losing accountability of personal and team goals.
  • Ability to organize, analyze and interpret financial data to solve accounting issues under minimal supervision.
  • Strong attention to detail, accuracy, ability to multi-task and effective time management skills are required to efficiently manage assigned tasks.
  • Strong organizational, analytical, and accounting skills are required to oversee client transactions, identify and resolve account issues and to ensure the accurate delivery and tracking of client requests.
  • Knowledge of investments and financial industry as they relate to client transactions would be beneficial.
  • Considerable knowledge of and/or the ability to rapidly acquire knowledge of applicable laws, rules and regulations governing trust administration.
  • Knowledge of Schwab Advisor Center, Fidelity Wealthscape, Salesforce, and Tamarac, or the ability to learn such a system.
  • Advanced knowledge of keyboard and PC skills, including Microsoft Word, Excel and Outlook.
  • Strong oral/written communication skills.
  • Ability to work with a wide variety of personalities in a courteous and efficient manner.
  • Must be a team player with strong interpersonal skills to effectively interact with colleagues and clients.

 

EDUCATION

Bachelor’s Degree

 

WORK EXPERIENCE

       0 - 2 years

 

LICENSES AND/OR CERTIFICATES

        Licenses and Certifications                                                              

           None

   

WORKING CONDITIONS

       Work is performed in a normal office environment.  Noise levels are usually moderate.

 

HAZARDS

       The hazards are mainly those present in a normal office setting.

 

This job description may not be all-inclusive.  Employees are expected to perform other duties as assigned and directed by management.  Job descriptions and duties may be modified when deemed appropriate by management.

 

Featured benefits

  • Medical/Dental/Vision Insurance
  • Flexible Savings Account
  • 401(k)
  • Tuition Disbursement and Reimbursement
  • College Loan Pay Down Program
  • and other great benefits

 

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.

 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

 

    

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Why Beacon Trust

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to guide you forward.

Mission Statement

We understand that clients look to us for collaboration and, more importantly, leadership in developing sound and effective wealth management plans. “Innovating Wealth Strategy” articulates what we do and what we believe in.

It speaks to our inherent drive to deepen every client relationship and to make every client’s experience enriching and productive. Since each client is different, so too are the paths to their respective financial goals. That is why we base our asset allocation strategies on ‘your’ personal financial risk preference–not ours.

Therefore, to successfully guide our clients, it is essential that we have the deepest understanding of what they are looking to accomplish financially, both today and tomorrow.