Our Client, a Global Investment Bank, is seeking a Client Support Specialist in their Jacksonville, FL location.
Responsibilities:
- Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables
- Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; set up of payments)
- Monitor transactions to verify borrowers’ compliance with reporting requirements
- Interface with various internal departments such as Operations, Business Control and Compliance.
- Ensure that all weekly, by-monthly and monthly reporting and systems updates are reviewed, approved and complete (overdraft, ticklers, deal events, annual account reviews, etc.)
- Responsible for ensuring excellent service is provided to all clients
- Manage risk through strict adherence to internal policies and procedures
Requirements:
- Ability to multi-task and excellent attention to detail.
- Strong interpersonal and verbal/written communication skills.
- Works collaboratively within the organization, as well as independently
- Strong candidates may also, but are not required to, possess experience in
- Project Finance and/or Corporate Trust
- Experienced in trust accounts’ daily activity management
- Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions
- Proficiency with software such as Outlook, Microsoft Excel and PowerPoint.
