Sr Client Services Specialist
Core
Handles client inquiries regarding investments in private equity, real estate, and private debt while ensuring strict adherence to trust regulations and security standards.
Role type
Senior Client Services Specialist (Trust Operations)
Builds
Client trust accounts and alternative asset investment portfolios
Domain
Banking / Trust Services / Alternative Investments
Deliverable
client delivery
Required skills
complex issue analysis, trust regulations compliance, KYC procedures, fraud prevention, account issue investigation, ERISA guidelines, IRS rule proficiency, process improvement, professional correspondence drafting, trend analysis
Preferred skills
CISP designation, SDIP designation, trust accounting systems knowledge, IRA services knowledge, sales of bank products, mentoring new associates, multi-tasking with multiple software applications
Technologies
MS Office, banking software, mobile devices, browsers
Responsibilities
Answer client questions on alternative asset investments, resolve complex account issues and errors, educate clients and advisors on investing procedures, mitigate company risk through security compliance, manage low-level escalations, analyze trends to facilitate service improvement
Seniority
Mid-level, hands-on IC