Job Opportunities in United States
November 5, 2024
KeyBank
Brooklyn
FULL TIME
Client Administrator
Location:
4900 Tiedeman Road - Brooklyn, Ohio 44144-2302
POSITION TITLE: Client Administrator
JOB PURPOSE
The Client Administrator (CA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM)/Trust Officer (TO) as needed within the Institutional Advisors team. The CA will administer an IA book of institutional relationships 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 SIA/RM/TO in retaining clients and identifying areas to improve existing relationships and processes.
The focus of administrative activities relates to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. 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.
ESSENTIAL JOB FUNCTIONS
- Work in partnership with a Senior Institutional Advisor/Relationship Manager/Trust Officer to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting.
- Demonstrate knowledge relating to the institutional trust/custody client needs and IA product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc.)
- Processes, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, forwards client trading requests.
- Reviews and manages daily cash reports. Prepare various reports, correspondence, technical documents, and special projects as requested.
- Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA’s, etc.
- Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes.
- Mitigate risk by servicing assigned institutional client relationships in compliance with Key Bank policies and procedures, as well as with regulatory and legal requirements.
- Leads by example and demonstrates client focus and teamwork towards both clients and Key Bank employees.
- Assist clients with required reporting to various government agencies (i.e., DOL, PBGC, IRS, etc.).
- Identify improvement opportunities with internal support units, investment management, or other Key Bank business units, and proactively advise IA clients on effective operational, or investment processes and solutions.
- Provide back up to other CAs or assigned RM(s).
REQUIRED QUALIFICATIONS
- 1 to 3 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley clients in administrative capacity or other client service roles.
- Demonstrated strong client service skills.
- Securities processing and bank operations knowledge.
- Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
- Undergraduate degree in business-related field or equivalent work experience.
- Strong PC skills, especially Excel, Word, Power Kofax PDF and Power Point.
PREFERRED QUALIFICATIONS
- Competence with trust/custody, pension, alternative assets, commercial banking, operating fund, and charitable plan client needs.
- Client consultation/advocate background.
- Securities processing and bank operations knowledge.
- Public speaking experience.
COMPETENCIES/SKILLS
- Personal effectiveness
- Communication
- Adaptability / Flexibility/Detail oriented
- Independent problem solving
- Decision making/Prioritizing
- Customer service orientation
REPORTING RELATIONSHIP
- This position reports to Team Lead Manager – Client Administrator
- Mobile – Office 3 days and work from home 2 days
Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
HR_Compliance@keybank.com
.
Latest Job Opportunities
November 20, 2024
Layne Christensen Company
Water Pump Installer - Layne
Middletown
FULL TIME
View Details
November 20, 2024
Mondelēz International
Associate Manager, Omnichannel Activation Kroger & Albertsons
FULL TIME
View Details
November 20, 2024
State of Ohio Jobs
Youngstown - Employer Services Specialist - 20067798
Youngstown
FULL TIME
View DetailsNovember 20, 2024
Buffalo's Fire
Bismarck Documenters Network Program Manager
Bismarck
FULL TIME
View DetailsNovember 20, 2024
Springboro Vision Center
Medical Secretary/Technician
Springboro
FULL TIME
View Details
Similar Jobs
November 5, 2024
Jornada Veterinary Clinic
Veterinary Client Service Representative
Las Cruces
FULL TIME
View Details
November 5, 2024
Epiq Systems, Inc.
Client Services Project Coordinator
Charlotte
FULL TIME
View DetailsNovember 5, 2024
Corporación F&M S.A.C
Client Relationship Executive New York - New Jersey
FULL TIME
View DetailsNew Jobs from This Company
November 15, 2024
KeyBank
Float Financial Wellness Associate - Downtown Denver Area
Commerce City
FULL TIME
View Details
November 6, 2024
KeyBank
R-27425 Financial Wellness Associate (30 Hours) - Crossroads Branch
Salt Lake City
FULL TIME
View Details
November 6, 2024
KeyBank
Consumer Personal Loan Collections Specialist
Brooklyn
FULL TIME
View Details