Client Administrator/ Trust Operations Associate

Job Title: Client Administrator/ Trust Operations Associate/ Wealth Management Associate
Job Duration: 5+ months contract
Location: Brooklyn, OH 44144

Job Description :

The Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting RMs in retaining clients and identifying areas to improve existing relationships and processes.

Responsibilities:

• The CA is the first point of contact with institutional client’s front office staff, or backup to an RM for all servicing needs and inquiries, including actual transaction execution and processing.
• The CA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties.
• The CA is also responsible for independently monitoring the accounts to ensure compliance with policies and procedures as well as regulatory guidelines.
• The main focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, corporate escrow, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects.
• The CA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business.
• May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure.
• Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
• Understands client requirements; works with approved product offerings and constructs creative solutions to meet these requirements.
• Proactively assists in the administration of qualified plans, master trust custody, non-profit and investment management accounts.
• Strives to eliminate all charge-offs and cash processing errors by making sure that the execution of all cash processing transactions are in accordance with existing procedures.
• Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.  
 
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.