Required Education
• A College or University degree and/or relevant proven work experience is preferred.
• 5–7 years' experience in financial servicing or related experience/credentials preferred.
Required Skills
• Excellent oral and written communication skills.
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian, and Advisory services and products, usually acquired through related work experience.
• Knowledge of internal bank trust functions.
• Analytical, problem-solving, and organizational skills.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g., Peoplesoft).
• Able to serve as a key subject-matter expert and mentor to other more junior-level employees.
• More technically sound in area of expertise with broader knowledge of other areas.
• Able to facilitate discussions and reach decisions.
Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
Tasks & Responsibilities:
1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
2. Develops and maintains working knowledge of governing documents and account agreements.
3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
7. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is
collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive
measures.
10. Able to serve as a key subject-matter expert and mentor to other more junior-level employees.
11. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
12. More technically sound in area of expertise and has broader knowledge of other areas.
13. Delivers a work product that requires less revision.
14. Able to facilitate discussions and reach decisions.
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
Rose International maintained good communication during assignments and are very informative through email and phone calls.
Sade, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
EMPLOYEE COMMENTS