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- Tasks: Support clients by managing accounts and ensuring smooth financial transactions.
- Company: Join a leading banking company with a focus on client service.
- Benefits: Enjoy health benefits, a referral program, and great growth opportunities.
- Why this job: Make a real difference in client relationships while developing your career.
- Qualifications: 2-4 years of experience in client service and strong analytical skills.
- Other info: Dynamic role with opportunities for advancement and professional development.
The predicted salary is between 50000 - 70000 £ per year.
Our Client, a Banking company, is looking for a Senior Business Analyst for their Senior Trust Associate: Cleveland, OH (onsite) location.
Responsibilities
- Work in partnership with a Senior Institutional Advisor/Relationship Manager 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.).
- Process various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and execute securities trading on a daily basis.
- Review and manage daily cash reports for cash overdrafts and uninvested cash, ensuring that the cash is invested appropriately.
- 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.
- Maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners.
- Mitigate risk by servicing assigned institutional client relationships in compliance with client policies and procedures, as well as with regulatory and legal requirements.
- Lead by example and demonstrate client focus and teamwork towards both clients and client employees.
- Perform/participate in client relationship reviews.
- Assist clients with required reporting to various government agencies (i.e., DOL, PBGC, IRS, etc.).
- Provide backup to other Trust Associates/Cas.
- Assist with processing check deposits, sort, and review mail for the team.
Requirements
- 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American 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 PowerPoint.
- Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs.
- Client consultation/advocate background.
- Public speaking experience.
- Personal effectiveness, communication, independent problem solving, decision making/prioritising, customer service orientation, occupational/technical knowledge, adaptability/flexibility/detail oriented.
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
ICONMA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any status protected by applicable law.
Senior Trust Associate employer: ICONMA
Contact Detail:
ICONMA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and finance sector. Let them know you're on the lookout for a Senior Trust Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of institutional trust and custody services. Be ready to discuss how your experience aligns with the responsibilities listed in the job description. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re proactive and genuinely interested in joining our team. Let’s get you that Senior Trust Associate position!
We think you need these skills to ace Senior Trust Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Trust Associate role. Highlight your client service skills and any relevant banking experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your background aligns with our needs. Be genuine and let your personality come through.
Showcase Your Analytical Skills: Since the role involves a lot of analytical work, make sure to mention specific examples where you've used your analytical skills effectively. We love seeing how you’ve tackled challenges in the past!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at ICONMA
✨Know Your Stuff
Make sure you brush up on your knowledge of institutional trust and custody services. Understand the specific needs of corporate, non-profit, and public fund clients, as well as the operational processes like account onboarding and cash processing transactions. This will show that you're not just familiar with the role but genuinely interested in it.
✨Showcase Your Client Service Skills
Since this role heavily focuses on client relationships, be prepared to discuss your previous experiences in client service. Think of specific examples where you went above and beyond for a client or resolved a tricky situation. This will demonstrate your ability to maintain excellent client service standards.
✨Prepare for Technical Questions
Expect questions related to securities processing and bank operations. Brush up on your knowledge of financial reporting and compliance requirements. Being able to confidently answer these questions will highlight your technical competence and readiness for the role.
✨Practice Your Communication Skills
Given the importance of communication in this position, practice articulating your thoughts clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to showcase your public speaking skills. This will help you stand out as a strong communicator, which is key for building client relationships.