Client Service Associate Iii

Profile

Client Service Associate III
The candidate will responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. Primarily responsible for administrative support to the Client Advisors, Bankers, Trust Officers, Financial Planners, and Managers. Performs daily servicing activities with the goal of delivering superior client service. Interacts with internal and external clients, officers, vendors, and COIs via telephone, written communications, or meetings regarding complex problem resolution and account maintenance. Substantial use of discretionary judgment. Serves as liaison between operational and support areas and clients. Performs research and communicates resolution of problem to clients such as account transactions and operational issues. Provides direct technical support for officers in administration and management of client accounts, such as monitoring, reconciling and depositing, preparing complex disbursements from accounts, researching costs and providing accounting assistance; funding assets into and distributing assets from accounts. Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments and requests, loan advances, deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed accurately and timely; ensuring adequate cash positions in investment, brokerage and trust accounts. General assistance in all aspects of account administration in accordance with governing instruments, tax and fiduciary law, applicable fiduciary accounting standards, and local probate code, consistent with BOKF policy. May initiate new loan requests and loan renewals. Establishes set-up and support such as: Preparation of correspondence, Developing original drafts for review and approval, Clear overdrafts and document uninvested cash, Review discretionary requests and set up discretionary payments, Verify fees, Systems training. Utilizes company systems; looks up balances, daily entries; makes transfers between customer accounts and takes information for customer wires, and general sales information. Thorough knowledge and understanding of the following: Lending practices and policies, Loan documentation requirements and regulations, Brokered and managed investments, Securities movement and trust operations. Thorough understanding of a multitude of software products and the ability to understand new applications. Maintains familiarity with the client base in order to provide high quality customer service and to ensure optimum marketing potential. May meet with client to obtain signature and gather or deliver required documents . Extensive knowledge of brokered and managed investments, securities movement, and trust operations. Extensive knowledge and understanding of banking practices, polities, including loan documentation requirements and regulations, and deposit account opening requirements and regulations are required. Advanced understanding of a multitude of software products and the ability to understand new application with a minimum of prior exposure to the product are required.

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