Summary:
Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.
Responsibilities:
Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients.
Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.
Provides clients with objective, comprehensive, and needs-based advice for building and preserving wealth and transferring to future generations.
Uses sophisticated planning software and other resources to create client presentations.
Identifies and escalates opportunities for process improvement.
Assists, as requested, with business development opportunities.
Engages with other lines of business within Bank to fully serve clients' financial needs.
Participates in required annual Administrative Reviews of accounts.
Provides expertise, guidance, and skill development support to other team members.
May directly supervise work of Client Service Associates and/or Senior Client Service Associates.
Qualifications:
Bachelor's degree in business, finance, or related field. MBA preferred.
Minimum 7 years' experience in financial services, including:
3 years of direct client management.
Proven analytical and decision-making skills, with effective problem resolution.
Charitable giving experience preferred
Tax knowledge preferred
Excellent communication skills, both verbal and written, including proper business letter and email writing.
Excellent client service skills.
Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
Attention to detail.
Positive attitude, team player, and willingness to accept new assignments and pitch-in.
Valid driver's license.
Working Conditions/Physical Demands:
Normal office environment.
Frequent sitting and standing at a desk.
Heavy keyboard use.
10% - 15% driving time.
The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.
Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis
