Corporate Trust Client Analyst IV - ABS & MBS - Remote

Overview

Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers and serves as primary point of contact for clients.

In Short

• Oversee client relationships and make recommendations for trust accounts.
• Assist senior representatives in revenue-generating activities.
• Manage daily implementation of client strategies.
• Resolve problems and respond to client requests promptly.
• Develop and maintain industry knowledge.
• Provide support and mentoring to team associates.
• Ensure compliance with risk and regulatory standards.
• Maintain internal control standards.
• Foster client relationships with assigned client base.
• Complete other related duties as assigned.

Requirements

• Bachelor’s degree and a minimum of 2 years’ relevant work experience.
• Strong focus on customer service and satisfaction.
• Excellent verbal and written communication skills.
• Experience in finance, business, economics, or accounting preferred.
• CCTS certification is a plus.
• Strong interpersonal skills.
• Advanced analytical ability.
• Proven ability to build trust with clients.
• Experience working in a team environment.
• Self-confident and professional demeanor.

Benefits

• Competitive benefits including medical and retirement plans.
• Forty hours of paid volunteer time each year.
• Commitment to employee growth and development.
• Inclusive workplace promoting diversity.
• Equal employment opportunities for all applicants.