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 inquirie...

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