Key Private Bank Client Service Associate
Core
Support Lead Institutional Advisors and Consultants by managing an assigned book of institutional relationships, ensuring timely execution of trades, transactions, and financial reporting for corporate, non-profit, and foundation clients.
Role type
Client Service Associate (Institutional Banking)
Builds
Operational support for institutional trust, custody, and investment management accounts
Domain
Financial Services / Institutional Banking / Trust & Custody
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Institutional trust and custody operations, ERISA compliance, securities processing, cash transaction handling, regulatory reporting (DOL, PBGC, IRS), Excel, Word, Power Kofax PDF, PowerPoint
Preferred skills
Trust/custody and pension expertise, alternative assets knowledge, charitable planning, public speaking
Technologies
Excel, Word, Power Kofax PDF, PowerPoint
Responsibilities
Process daily cash transactions and wire transfers; prepare financial reports and correspondence; maintain client and file systems; interpret trust and custody agreements; support government agency reporting; identify process improvement opportunities
Seniority
Mid-level, hands-on IC