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Senior Client Relations Administrator
Senior Client Relations AdministratorVirtualVocations • Ontario, California, United States
Senior Client Relations Administrator

Senior Client Relations Administrator

VirtualVocations • Ontario, California, United States
1 day ago
Job type
  • Full-time
Job description

A company is looking for a Senior Client Relations Administrator to join their Trust Bank Client Services team.

Key Responsibilities :

Cultivate trusted partnerships with trust bank clients and address inquiries and issues

Manage daily workflows related to client servicing and collaborate with internal teams

Ensure data accuracy and compliance across client portfolios while identifying process improvements

Qualifications :

Experience in client relationship management, proxy governance, or institutional account servicing

Familiarity with shareholder voting or financial market operations is desirable

Proficiency in Microsoft Office Suite, with advanced Excel skills preferred

Ability to multi-task and prioritize workloads in a fast-paced environment

Self-starter with strong accountability and professionalism

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Client Administrator • Ontario, California, United States

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