Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems.
July 07, 2019
Assist clients with account setup and management through the financial planning tool portal.
August 14, 2019
Support Bankers during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs.
August 17, 2019
Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
August 22, 2019
Monitoring, processing and following up on asset transfers and on initial and subsequent funding of advisory accounts Implementing initial and subsequent asset allocation trades.
August 23, 2019
Review inbound & outbound flagged and/or unflagged e-mails to ensure the content of electronic communications are appropriate and meet regulatory standards.
August 28, 2019
Manage weekly financial reporting process for Trust & Estates, including production and flexibility to adapt to evolving business focus.
August 29, 2019
Develop advisory relationship with clients managed by the CST and work closely with the Managing Director such that an exceptional client experience is delivered to all clients.
August 31, 2019
Participates in the full cycle recruitment process for the ACT and Intern Programs including executing searches for top-talent, representing the organization at career fairs and recruiting events, on-campus presentations, and one-on-one interaction with potential candidates.
September 03, 2019
Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.
September 06, 2019