What are the responsibilities and job description for the Client Solutions Associate position at MARTHAS VINEYARD BANK?
Position Responsibilities
- Manage Trust/RIA/Brokerage phone traffic and client/prospect inquiries.
- Facilitate client/staff meeting preparation.
- -Coordinate meeting times
- -Reserve conference rooms
- -Set up conference/zoom calls
- -Prepare meeting agenda’s, handouts, presentations, etc.
- -Assist in any other client/staff preparation
- Process bills & distribution requests for all clients (Trust/RIA/Brokerage).
- -Assist MV Custody Services in managing daily distribution logs (excel & physical)
- -Daily/monthly reconciliation of distributions (Orion/FTC reports)
- -Facilitate incoming deposits
- Process mail for Trust/RIA/Brokerage (incoming/outgoing).
- -Prepare any bulk mailings for clients/prospects
- Prepare monthly/quarterly statements and manage reporting for review & fulfillment.
- -Coordinate between Orion core and FTC core systems for delivery accuracy
- -Manage 100% of the statement/reporting delivery process
- Assist in opening new accounts for Trust/RIA/Brokerage clients.
- -Prepare appropriate account opening paperwork
- -Work with prospective clients to ensure appropriate information is delivered
- -Facilitate 100% of account opening experience
- Create and manage all customer account files (physical & electronic).
- -Update and monitor client files for accuracy
- -Review files for compliance/regulatory oversight
- Assist in monthly/quarterly compliance reconciliation and reporting (Trust/RIA/Brokerage)
- -Prepare monthly/quarterly recon reports for review by Managing Director/CCO
- Proficiency in client/custodian core record keeping systems (Orion/LPL/FTC).
- Prepare various marketing and correspondences to clients and prospects.
- Act as Committee Clerk for the MVIA Investment and Administrative Oversight Committees.
- -Coordinate meeting times with various committee members
- -Prepare meeting handouts, presentations, etc.
- -Take committee minutes, etc.
- Assist and support general workload of Managing Director and any special projects assigned.
Employee Responsibilities
- Recognize and demonstrate the Bank’s Core Values:
- We value and respect the contribution of each member of the team.
- We work together to support our mutual goals.
- We foster an inclusive, non-hierarchical environment.
- We gain a sense of fulfillment through our contribution to the whole.
- We manage client and company resources responsibly.
- We are passionate about our craft.
- Each day our effort is focused on doing better than the day before.
- Be curious.
- Expect the highest quality work from ourselves.
- Enable our creativity with continuous self-improvement.
- We go out of our way to do the right thing.
- Going the distance to do right by our customers and colleagues.
- Protect the confidentiality and privacy of our customers – no matter what.
- Embody the gold standard of professional ethics.
- Avoid even the appearance of impropriety.
- We are candid and kind.
- Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.
- Have the courage to be honest.
- Trust and empower individuals.
- Hold each other accountable to uphold our values.
- We value and respect the contribution of each member of the team.
- Maintain knowledge of services in area of responsibility.
- Maintain basic knowledge of related state and federal banking compliance regulations.
- Demonstrate understanding and adherence to Bank Security procedures.
- Work within procedural limits of position.
- Any other tasks or projects assigned by supervisor.
Position Qualifications
- Education: High School Diploma. Associate or bachelor’s Degree a plus.
- Experience: 2-4 years’ experience in an office setting (Financial Services preferred).
- Proficient in Word & Excel.
- Positive attitude with emphasis on high quality customer service. Excellent organizational skills and ability to communicate in a fast-paced environment.
Physical & Environmental Aspects
- Work is sedentary, requiring only minimum physical demands with extended periods of sitting.
- Work is normally performed in an office environment with frequent travel to customer locations.
Salary : $63,336 - $73,882