Client Service Administrator II

Jimmy Jazz; Pikeville (KY); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Company paid Life Insurance

Paid time off and holidays

Short/Long Term Disability

401K and ESOP

Job summary

Community Trust Bank is seeking a Client Service Administrator for Wealth Advisory to support account administration and beneficiary matters in a fast-paced environment.

The role requires strong customer service skills, compliance knowledge, and proficiency with standard computer tools, with daily interactions across Operations, attorneys, and relationships officers. This position is based in Pikeville, KY, and involves regular office duties and close collaboration with finance professionals.

Qualifications

• Associates Degree or equivalent certification plus 2-4 years as Client Service Administrator I or related education/experience.
• Technical knowledge in compliance (legal) and accounting; possess advanced computer skills.
• Customer service experience highly preferred.

Responsibilities

• Meet with customers/beneficiaries concerning inquiries/problems regarding account or asset administration.
• Correspond with Operations, attorneys, accountants, probate court, etc., on account or beneficiary matters; consult with Relationship Officer on complex issues.

Skills

Client Service

Compliance Knowledge

Advanced Computer Skills

Education

Associate degree or equivalent

Job description

• Location 346 North Mayo Trail,Pikeville, KY, 41501,United States
• Job Category Wealth Advisory, Customer Services
• Employee Type RFT
• Required Degree 2 Year Degree

Contact information

• Name Human Resources Department
• Phone [phone]

Description

JOB RESPONSIBILITIES

• Meet with and work closely with customer/beneficiaries concerning inquiries/problems regarding matters of account or asset administration.
• Correspond with Operations, attorneys, accountants, probate court, etc., on account or beneficiary matters. Consult with Relationship Officer on more complex or sensitive issues.
• Assemble and prepare Reg 9 review documentation for Wealth Advisor and review asset mix to ensure investment ratios are accurate.
• Review transactions and fees in account for accuracy. Monitor activity to ensure accurate and timely payment for services.
• Correspond with Operations in order to ensure proper receipt of information and documentation needed in order to process all client requests, account set-up, etc.
• Responsible for getting securities set up on our system by working with customers, brokers and/or other financial institutions to provide Operations the information and documentation needed.
• Perform daily duties including copying, time stamping documents, filing and handling calls from clients and their agents.
• Responsible for making sure client statements are received and that court accountings are filed for all accounts which require such.
• Ensure all actions performed are in compliance with government regulations and organizational policies and procedures.

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE

• Associates Degree or equivalent certification through specialized vocational/technical training programs plus 2-4 years as Client Service Administrator I or comparable trust/wealth management related education and/or experience.
• Possess technical knowledge in the area of compliance (legal) and accounting. Possess advanced computer skills.
• Customer service experience highly preferred.

WORKING CONDITIONS

• Normal office conditions

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Requirements

Candidates may be subject to the following screenings:
Credit Check, Drug Testing, and Criminal Background Check

Summary

Community Trust Bank offers a competitive benefits package including: Medical, Dental, and Vision Insurance; Company paid Life Insurance; Paid time off, and Holidays; Short Term and Long Term Disability; 401K and ESOP.

Additional Information

• E-Verify Work eligibility confirmed via E‑Verify