Client Solutions Associate

* Manage Trust/RIA/Brokerage phone traffic and client/prospect inquiries.
* Facilitate client/staff meeting preparation.  +
-Coordinate meeting times  +
-Reserve conference rooms  +
-Set up conference/zoom calls  +
-Prepare meeting agenda’s, handouts, presentations, etc.  +
-Assist in any other client/staff preparation
* Process bills & distribution requests for all clients (Trust/RIA/Brokerage).  +
-Assist MV Custody Services in managing daily distribution logs (excel & physical)  +
-Daily/monthly reconciliation of distributions (Orion/FTC reports)  +
-Facilitate incoming deposits
* Process mail for Trust/RIA/Brokerage (incoming/outgoing).  +
-Prepare any bulk mailings for clients/prospects
* Prepare monthly/quarterly statements and manage reporting for review & fulfillment.  +
-Coordinate between Orion core and FTC core systems for delivery accuracy  +
-Manage 100% of the statement/reporting delivery process
* Assist in opening new accounts for Trust/RIA/Brokerage clients.
* Create and manage all customer account files (physical & electronic).  +
-Update and monitor client files for accuracy  +
-Review files for compliance/regulatory oversight
* Assist in monthly/quarterly compliance reconciliation and reporting (Trust/RIA/Brokerage)  +
-Prepare monthly/quarterly recon reports for review by Managing Director/CCO
* Proficiency in client/custodian core record keeping systems (Orion/LPL/FTC).
* Prepare various marketing and correspondences to clients and prospects.
* Act as Committee Clerk for the MVIA Investment and Administrative Oversight Committees.  +
-Coordinate meeting times with various committee members  +
-Prepare meeting handouts, presentations, etc.  +
-Take committee minutes, etc.  + Assist and support general workload of Managing Director and any special projects assigned.
* -Prepare appropriate account opening paperwork
* -Work with prospective clients to ensure appropriate information is delivered
* -Facilitate 100% of account opening experience
* Recognize and demonstrate the Bank’s Core Values:  + We value and respect the contribution of each member of the team.
- We work together to support our mutual goals.
- We foster an inclusive, non-hierarchical environment.
- We gain a sense of fulfillment through our contribution to the whole.
- We manage client and company resources responsibly.  + We are passionate about our craft.
- Each day our effort is focused on doing better than the day before.
- Be curious.
- Expect the highest quality work from ourselves.
- Enable our creativity with continuous self-improvement.  + We go out of our way to do the right thing.
- Going the distance to do right by our customers and colleagues.
- Protect the confidentiality and privacy of our customers – no matter what.
- Embody the gold standard of professional ethics.
- Avoid even the appearance of impropriety.  + We are candid and kind.
* Maintain knowledge of services in area of responsibility.
* Maintain basic knowledge of related state and federal banking compliance regulations.
* Demonstrate understanding and adherence to Bank Security procedures.
* Work within procedural limits of position.
* Any other tasks or projects assigned by supervisor.
* Our integrity, built on the trust of our community and among our peers, depends on our ability to communicate with respect, honesty, and candor.
* Have the courage to be honest.
* Trust and empower individuals.
* Hold each other accountable to uphold our values.## Qualifications
*** Position Qualifications
***
* Education:

High School Diploma. Associate or bachelor’s Degree a plus.

* Experience:

2-4 years’ experience in an office setting (Financial Services preferred).
* Proficient in Word & Excel.
* Positive attitude with emphasis on high quality customer service.  Excellent organizational skills and ability to communicate in a fast-paced environment.
*** Physical & Environmental Aspects
**** Work is sedentary, requiring only minimum physical demands with extended periods of sitting.
* Work is normally performed in an office environment with frequent travel to customer locations.
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