Top 1 Associate wealth advisor Jobs in Pikeville, Ky

Client Service Administrator II
COMMUNITY TRUST AND INVESTMENT COMPANY —Pikeville, KY
- Mid-level
- Office
- Criminal background check
- Paid holidays
- Disability insurance
5d

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
Quick Apply
12d
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
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Client Service Administrator II

COMMUNITY TRUST AND INVESTMENT COMPANY -
Pikeville, KY

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Job Details

5 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Employee stock ownership plan
Life insurance

Qualifications

Investment
Transaction monitoring
Managing customer accounts
Account maintenance
Financial transaction processing
Filing
Client file management
Mid-level
Financial issue resolution
Managing clients in a customer support role
Managing clients in a finance role
Financial records review
Client services
Customer relationship management
Compliance documentation
Industry knowledge of financial regulations
Investment account customer support
Relationship management
Financial ratios
Computer skills
Handling account queries
Documentation Handling
Associate's degree
Regulatory compliance accounting
Account opening
Client interaction via phone calls

Full Job Description

JOB RESPONSIBILITIES

Meet with and work closely with customer/beneficiaries concerning inquiries/problems regarding matters of account or asset administration.
Correspond with Operations, attorneys, accountants, probate court, etc., on account or beneficiary matters. Consult with Relationship Officer on more complex or sensitive issues.
Assemble and prepare Reg 9 review documentation for Wealth Advisor and review asset mix to ensure investment ratios are accurate.
Review transactions and fees in account for accuracy. Monitor activity to ensure accurate and timely payment for services.
Correspond with Operations in order to ensure proper receipt of information and documentation needed in order to process all client requests, account set-up, etc.
Responsible for getting securities set up on our system by working with customers, brokers and/or other financial institutions to provide Operations the information and documentation needed.
Perform daily duties including copying, time stamping documents, filing and handling calls from clients and their agents.
Responsible for making sure client statements are received and that court accountings are filed for all accounts which require such.
Ensure all actions performed are in compliance with government regulations and organizational policies and procedures.

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE

Associates Degree or equivalent certification through specialized vocational/technical training programs plus 2-4 years as Client Service Administrator I or comparable trust/wealth management related education and/or experience.

Possess technical knowledge in the area of compliance (legal) and accounting. Possess advanced computer skills.

Customer service experience highly preferred.

WORKING CONDITIONS

Normal office conditions

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Candidates may be subject to the following screenings:
Credit Check, Drug Testing, and Criminal Background Check

Community Trust Bank offers a competitive benefits package including: Medical, Dental, and Vision Insurance; Company paid Life Insurance; Paid time off, and Holidays; Short Term and Long Term Disability; 401K and ESOP.

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associate wealth advisor jobs in pikeville, ky

Client Service Administrator II

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