What Does A Client Administrator Do At M & T Bank
* Prepare accurate and timely paperwork for daily transaction and maintenance requirements of client accounts.* Verify account activity on a regularly determined basis.* Foster client relationships.* Demonstrate the ability to interpret basic trust and/or investment information in order to prepare client communications* Provide support for Relationship Managers by managing telephone calls, sorting and delivering mail.* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.* Promote an environment that supports diversity and reflects the M&T Bank brand.* Complete other related duties as assigned* NATURE AND SCOPE:Direct contact with clients, internal resources and external (i.e. clients/customers, investment professionals, attorneys, accountants, etc.) professionals/businesses in support of the client relationship.* Support the efforts of a variety of professionals to include Relationship Managers, unit managers and supervisors, to name a few.* Work within a team environment that requires not only individual focus but actions that support the group as a whole.* Ability to work on multiple tasks under supervision in a fast paced environment
What Does A Client Administrator Do At Stifel
* Maintain and update client notes Perform research on mutual funds, stocks and other securities utilizing various investment research services including Morningstar, Thompson One, etc.* Assist in the development of presentations to clients and potential clients Maintain and update various information regarding recommended investments Call various companies for information on behalf of clients Estate Planning Document Summary Prepare research reports Assist in updating client financial plans Develop Excel spreadsheets to show current realized/unrealized gains/losses Gain understanding of portfolio diversification (i.e. fixed income, equities) Participate in compliance record keeping Additional information about our firm can be found on and more information about our team can be found on our website.* Interested and qualified candidates should send their resume to: Diane Kowalko Client Service Associate The Gormley Furlong Group at Stifel ...@ 1020 Stony Hill Road, Suite 100 Yardley, PA 19067 Fax: 215-###-####, Attn: Diane Phone: 215-###-#### Stifel serves investors through approximately 2,100 Financial Advisers in more than 360 offices in 45 states and the District of Columbia, making Stifel the nation s 6th largest full-service investment firm in terms of number of Financial Advisers.* In fact, in 2009 and 2010, Stifle was named to Fortune s 100 Fastest* Growing Companies
What Does A Client Administrator Do At Taylor Corporation
* Establishes and supports accounts on an ongoing basis.* Responsible for managing book of business setup/analysis, inventory management, and order process coordination.* Communicates with the customer at the "Form Owner" level or above to the customers' satisfaction.* Ensures process compliance.* Sets up new items and maintains existing items.* Identifies and communicates opportunities for consolidations and/or new documents.* Manages entire reorder notice process with appropriate form owner(s).* Monitors customer inventory.* Coordinates order placement with CCR's in the center.* Manages customer requests for quotes, designs, and any special projects.* Responsible for asset management within their assignment (accounts receivable, storage, invoicing, etc.) and any customer communication this implies.* Coordinates pricing database with the customer.* Responsible for contract reporting (PPR) for reorder business
What Does A Client Administrator Do At T. Rowe Price
* Develops and oversees the strategic direction for the RPS Operations Client Administration Business Unit, Plan Compliance Consulting, and Plan Document Services across all locations by developing strategic plans and directing, guiding, and managing retirement plan operations in accordance with ERISA and DOL policies and plan guidelines.* Oversees direct reports, indirect internal groups, and cross departmental functions to provide leadership to ensure that all RPS Operations services are functioning effectively and that client satisfaction ratings remain high.* Oversees the RPS Operations Client Administration and Plan Compliance Consulting client service delivery by planning and partnering with many departmental senior management members in such businesses as Operations, Client Services, Legal, and Compliance.* Drives for the development and improvement of business relationships and leadership skills of team associates to ensure effectiveness business unit management partnerships in support of client satisfactions, operational requirements, risk management, and compliance.* Champions and drives change throughout the business unit by ensuring progress of business projects/initiatives and proper implementation with ongoing execution that meets or exceeds business goals and objectives.* Ensures accountability and implementation within assigned groups by striving for the development and improvement of working knowledge of systems, processes, and retirement plans in conjunction with proactive participation with leadership and senior management.* Takes total responsibility for client satisfaction with the RPS Operations Client Administration and Plan Compliance Consulting services provided by TRP.* This may include significant contact and interaction with key business partners with the goal of enhancing many of TRP’s significant client relationships.* Participates personally in sales & consultant meetings, and gets personally involved with “at risk” relationships to ensure service delivery level is returned to a satisfactory level with clients.* Directs management and staff to ensure efficient and effective operations.* Provides guidance and direction so that groups may partner with business unit managers to support operational requirements, manage risk, and maintain compliance
What Does A Client Administrator Do At M&T Bank
* Manage large (as defined by the business) accounts, ensuring complete and accurate documentation is maintained.* Analyze the accounts and make appropriate recommendations to best meet the needs of the client and maintenance of assets or business interests.* Provide this by actively supporting the revenue-generating activities pursued by senior account representative.* Foster client relationships, frequently serving as the point of contact for client questions either directly from the client and/or client representatives.* Working collaboratively with the senior account representative/relationship manager to resolve issues, escalate as may be appropriate and to make referrals to the correct resource.* Develops and maintains a high level of knowledge trust, planning, corporate and basic investment disciplines and begins to develop a broader knowledge of investment, credit, and insurance disciplines.* Provides/maintains appropriate levels of controls to minimize possible losses.* Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.* As appropriate to the business supported, develop and maintain a high level of knowledge of the trust and agency discipline and service/product alternatives for the client.* Stays current and is able to articulate current industry standards.* Draft materials for client meetings and prepare board packets.* Provide support for Fiduciary Advisors or Relationship Managers by greeting clients, managing telephone calls, sorting and delivering mail, maintaining supplies, scheduling appointments, maintaining appointment calendars for managers.* Coordinate all travel arrangements and prepare business itinerary.* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.* Promote an environment that supports diversity and reflects the M&T Bank brand.* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.* Complete other related duties as assigned.* NATURE AND SCOPE: Direct contact with clients, internal resources and external (i.e. clients/customers, investment professionals, attorneys, etc.) professionals/businesses in support of the client relationship.* Support the efforts of a variety of professionals to include any/all of Fiduciary Advisors, Relationship Managers, unit managers and supervisors, to name a few.* Work within a team environment that requires not only individual focus but actions that support the group as a whole.* Ability to work on multiple tasks under moderate supervision in a fast paced environment
