Sr. Associate - New Accounts: Plan & Trust Team
Core
Develop working knowledge of organizational policies and regulatory codes to handle client cases, inquiries, and requests for information within the Plan & Trust Team.
Role type
Associate (intermediate level)
Builds
Client service activities and departmental system support
Domain
Financial Services / Plan & Trust
Deliverable
client delivery
Required skills
Regulatory compliance, client service, Microsoft documents and databases, budgetary information entry, time and expense recording
Preferred skills
None stated
Technologies
Microsoft documents, databases
Responsibilities
Answer telephone and assist callers with varied inquiries; initiate contact internally and externally to convey requests or obtain information; produce and update Microsoft documents and departmental systems; handle complex client cases and inquiries outside the norm.
Seniority
Associate, intermediate level with guidance