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Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process Reviews agreements and prepare internal documentation to assure proper administration Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings Facilitates participant communication...
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