- In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients' trust needs and expectations
- Serve as an additional point of contact to clients and/or as backup for the Trust Officers
- Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
- Responsible for: Complex party maintenance Administrative Review (IM&T) Transaction Processing and Management Money Movement (Trust) Specialized Fiduciary Transactions Discretionary and action matters UPIA, Equitable Adjustments and 65 Day Tax Account Pay Service Provider Generation Skipping Tax – Processing Asset Transfer - complex Administrative duties as required Support initial review of IPS process
- Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
- Leverage experience and deep expertise especially with the most complex administrative trust needs to manage and/or execute client transactions
- Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
- Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
- Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
- Ensure adherence to all internal policies and compliance to legal and regulatory requirements
- Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
- Ability to successfully complete assessment of critical skills
- BS/BA degree in Business, Finance, Economics or Law desired
- Ability to obtain and maintain SAFE Act registration
- Active Listening
- Adaptability
- Attention to Detail
- Emotional Intelligence
- Prioritization
- Collaboration
- Critical Thinking
- Decision Making
- Oral Communications
- Written Communications
- Drives Engagement
- Innovative Thinking
- Mentoring
- Networking
- Problem Solving
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Trust Senior Associate - Hales, United Kingdom - Bank of America
Description
Description
:Qualifications:
Skills:
Shift:
1st shift (United States of America)Hours Per Week:
40
