Global Capital Markets Client Trust Lead

Wilmington Trust; Wilmington (DE); Vor Ort; USD 32.000 - 51.000; Vollzeit

Zusammenfassung

Wilmington Trust is seeking a client services professional to assist with trust and entity administration for high net-worth private and institutional clients. You will support Relationship Managers, prepare meeting documents, and maintain client relationships with timely responses.

The role emphasizes compliance with risk controls, coordination with service partners, and ongoing industry knowledge development in a supervisory context.

Qualifikationen

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Aufgaben

• Assist Relationship Manager with oversight of client relationships and routine activities.
• Prepare documents for meetings and support revenue-generating activities.
• Maintain client relationships and respond to inquiries in a timely manner.
• Coordinate with internal/external partners and resolve issues in a timely way.
• Stay current on industry knowledge and corporate policies.

Kenntnisse

Customer service

Verbal communication

Written communication

Interpersonal skills

Teamwork

Analytical ability

Ausbildung

Bachelor’s degree in Finance/Business/Economics/Accounting

Working towards CCTS certification

Tools

Pertinent software applications

Jobbeschreibung

Wilmington Trust is seeking a client services professional to assist with trust and entity administration for high net-worth private and institutional clients. You will support Relationship Managers, prepare meeting documents, and maintain client relationships with timely responses.

The role emphasizes compliance with risk controls, coordination with service partners, and ongoing industry knowledge development in a supervisory context.