Client Service Representative

Job Description

The Opportunity

Description

Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.

Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.

Develops a strong understanding of the required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.

Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues or concerns to management.

Develops strong knowledge of the various business applications critical to client and account servicing, including online tools, and seeks to expand knowledge of the latest enhancements to company partner and client technology or systems to maintain the highest standards of servicing.

Assists with maintenance and servicing of Safe Deposit Boxes in offices where available.

Keeps informed of new or existing company and Wealth Management products, services, and compliance requirements to respond to client questions and assist in selling services, resulting in the expansion of the overall client relationship.

Monitors banking reports and provides assistance with banking audits as directed by the Team Leader or Manager.Experience Required for Your Success

2–3 years of related experience

Knowledge of federal regulation, banking guidelines, banking operations, products, and services, acquired through related work experience is preferred.

Strong client service skills, problem-solving, and organizational skills are required to identify, research, and/or resolve requests.

Ability to think critically and to work well independently and as part of a team.

Strong verbal and written communication skills.

Benefits:

Medical, Dental, and Vision Insurance plans

401K Offered

Company Description

Diversity is our legacy, our today, and our tomorrow.

As an employee-owned, women-led organization, we have a long-standing commitment to fostering a diverse and inclusive workforce while helping our clients achieve the same. We’re inspired to do our best work every day because our best work enriches careers and lives, drives business successes, and fuels technology innovation.