Duration: 4 months contract (with possible extension)
Job Description
- M-F 8 to 5 pm EST
- 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.
- The CA is the first point of contact with institutional clients’ front office staff, or backup to an RM for all servicing needs and inquiries, including actual transaction execution and processing. The CA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties. The CA is also responsible for independently monitoring the accounts to ensure compliance with company’s policies and procedures as well as regulatory guidelines.
Responsibilities:
- The main focus of administrative activities relate to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, corporate escrow, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. The CA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business.
- May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure.
- Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
- Understands client requirements; works with approved product offerings and constructs creative solutions to meet these requirements.
- Proactively assists in the administration of qualified plans, master trust custody, non-profit and investment management accounts.
- Strives to eliminate all charge-offs and cash processing errors by making sure that the execution of all cash processing transactions are in accordance with existing procedures.
- Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.
Qualifications Required:
- 2+ years experience within proxy/financial services environment with resultant knowledge of the securities industry and related products.
- Exhibits the ability to actively listen, comprehend and execute.
- Displays excellent written and verbal communication skills.
- Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
- Education and/or experience equivalent to a BS degree in Business Administration.
- Proficiency in Microsoft Excel, Word, Access, PowerPoint and Outlook.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Pushpendu
Email: pushpendu@ustechsolutions.com
Internal Id: 24-23884
