Client Administrator​/Trust Operations Associate

Client Administrator / Trust Operations Associate / Wealth Management Associate

Job Duration: 5+ months contract
Location: Brooklyn, OH 44144

The Client Administrator (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 acts as a 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 communicate appropriately with clients and third parties.
• The CA is also responsible for independently monitoring the accounts to ensure compliance with policies, procedures and regulatory guidelines.
• The main focus of administrative activities relates to client satisfaction/consulting and oversight of legal, ERISA and reporting aspects and client issues/resolution involving trust/custody, corporate escrow, benefit disbursements, investment management and commercial bank account services, as well as maintaining the integrity of associated compliance aspects.
• The CA proactively serves assigned clients with a high standard of quality, retaining and growing the book of business.
• May independently work with client contacts to identify and describe problems, contacting operations parties to resolve issues and convey closure to clients.
• Establishes rapport and coordinates 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 charge‑offs and cash processing errors by ensuring execution of all cash processing transactions follows existing procedures.
• Reviews and manages daily cash reports for overdrafts and uninvested cash, ensuring cash is invested appropriately.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority‑owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting‑edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory‑changing results that help everyone achieve their ambitions and goals. To learn more, please visit  Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.