Provides operational support to Personal Trust relationship management staff. Duties may include processing account opening, closing and maintenance requests, as well as various other related administrative support functions. These duties may include cash disbursements, receipt or delivery of assets, account valuations, documentation review and maintaining account coding. Ensures that requests are completed timely, accurately and in compliance with standard policies. Ensures that customers receive quality service for all personal trust operational activities supported. Adheres to corporate policies and procedures, and complies with applicable laws and regulations.
Basic Qualifications - High school diploma or equivalent - Three to five years of experience in accounting/financial transactions and customer service activities
Preferred Skills/Experience - Thorough understanding to handle all functions supported in the work group/department - Excellent interpersonal, verbal and written communication skills - Proven client service and problem resolution skills - Proficient computer skills, especially Microsoft Office applications - Ability to manage multiple tasks and deadlines simultaneously - Ability to identify and resolve exceptions and to interpret data
Associated topics: agente de servicio al cliente, associate, call center associate, call center specialist, coordinator, customer service, customer service representative, customer service specialist, product support, tsr
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.