Client Service Senior Associate

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Regular Full-Time Sioux Falls, SD, US

2 days ago Requisition

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At BTC Trust Company of South Dakota
, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Client Service Senior Associate is responsible for all aspects of senior administrative support for the Trust Officers, Private Wealth Advisors, Account Managers, and clients. This position assists in maintaining a high level of effective working relationships and provides processing of operational and administrative needs of assigned clients while monitoring execution of all transactions by operations support and vendors. The position also assists other team members with training and handles complex issues.

The Client Service Senior Associate addresses complex client questions regarding transactions, processing issues, or other problems as requested and assists with the delivery of all products and services to clients. The Senior Associate will provide quality assurance oversight and is responsible for monitoring workflows for the team.

Primary Functions and/or Responsibilities:

• Provides quality assurance oversight of transactional processing completed by the Client Service Associates I and II
• Assures timely completion of daily transactions by monitoring the Client Services Team workflow and is responsible for training Client Service Associates I and II
• Monitors and processes account transactions of assigned clients by working closely with Trust Officers, Private Wealth Advisors, and Account Managers to ensure completion of administrative tasks; monitors the approval process and distribution of funds
• Assists Trust Officers, Private Wealth Advisors, and Account Managers with providing client relations by handling inbound and outbound client communications; identifies and escalates issues that require additional review and inquiry
• Resolves complex operational issues working with the Trust Officers, Private Wealth Advisors, and Account Managers to ensure that services are delivered accurately and timely to clients
• Supervises completion of other non-system related projects (estate evaluation, discretionary requests, insurance, tax payments, reports, volume processing, etc.)
• Monitors and updates compliance matrices, customer contact matrices, and updates appropriate tracking reports
• Coordinates with Relationship Managers, Tax Officer, outside accountants, and clients in the filing and payment process for the fiduciary and individual income taxes
• Serves as backup to other positions on the team (Associate I, Associate II, Senior Associate)
• Assists WM Support Services Team on system updates and changes; reviews and initiates procedure changes to improve workflow
• Performs other duties as assigned

Education and/or

Experience:

• Bachelor’s Degree in a related field preferred or a combination of experience and education
• At least five years of prior trust administration/wealth management experience preferred
• Experience with investments, taxes or the legal area is preferred
• Completion of Cannon, ABA, Legal Assistant Program, or other trust-related courses desired

Specific Skills, Knowledge & Abilities:

• Knowledge of legal/fiduciary responsibilities, securities processing, and trust operations preferred
• Ability to follow written and oral instructions
• Ability to process detail work accurately and in a timely manner
• Strong computer skills and the ability to learn Bank and Wealth Management Trust Systems

Hiring…