Top 17 Client service specialist Jobs in Richmond, Ky

Client Service Specialist
The Glenview Trust Company —Lexington, KY
- $70,000 a year
- Full-time
- 5 years
- Research
- Mid-level
Quick Apply
13d
Business Client Services Specialist
Sterling Thompson Company —Lexington, KY
- Full-time
- Microsoft Outlook
- Research
- Office
- Wellness program
- Paid parental leave
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Client Account Specialist
Dinsmore & Shohl LLP —Lexington, KY
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
Quick Apply
6d
Client Intake Coordinator
Stoll Keenon Ogden PLLC —Lexington, KY
- Full-time
- Microsoft Outlook
- Research
- Mid-level
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Credentialing Services Specialist
Dean Dorton —Lexington, KY
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Wellness program
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Bilingual Multi-Location Customer Service Specialist (Spanish)
Sherwin-Williams —Nicholasville, KY
- From $16.83 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Lead Medical Office Coordinator
Concentra —Lexington, KY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Commuter assistance
- Disability insurance
FAST Service Specialist
Global Business Transformation Solutions, LLC (GBTS) —Lexington, KY
- Up to $18 an hour
- Full-time
- Hospitality
- Ability to walk for extended periods
- Office
- Health insurance
- Dental insurance
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12d
Client Intake Manager
FBT Gibbons LLP —Lexington, KY
- Full-time
- Remote
- Microsoft Outlook
- 3 years
- Bachelor's degree
- Profit sharing
- Paid parental leave
Multi-Location Customer Service Specialist
Sherwin-Williams —Lexington, KY
- From $16.83 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED

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Client Service Specialist

The Glenview Trust Company
Lexington, KY

Quick Apply

Job Details

Full-time
$70,000 a year
13 days ago

Qualifications

Spreadsheets
Productivity software
Associate's degree
Office experience

Full Job Description

THE GLENVIEW TRUST COMPANY

WEALTH MANAGEMENT CLIENT SERVICE SPECIALIST

BASIC FUNCTION

The Client Service Specialist provides administrative support to the Trust Principals, including calendar management, organization and prioritization of documents and files, and coordination of meetings and conference calls, as well as required materials. The Client Service Specialist resolves concerns, including financial matters, and serves as the initial contact for Glenview clients and beneficiaries. The Client Service Specialist takes action on behalf of clients within Client Service Specialist authority, directing other client questions and issues to the appropriate party for response. This position executes the administrative functions associated with the opening, closing and transfer of assets for client accounts. The Client Service Specialist position also assists with the administration and monitoring of selected assets. This position also ensures all accounts are updated with changes in client information and communicates those changes to appropriate parties.

ORGANIZATIONAL RELATIONSHIPS

Reports to:

Supervises:

Client Services Coordinator

This position has no supervisory responsibilities.

SPECIFIC DUTIES AND RESPONSIBILITIES

Resolves concerns and takes action on behalf of clients, including certain financial transactions within Client Service Specialist authority, and directs other client questions and issues to the appropriate party for response. Has authority to commit Company financial resources to a pre-determined level to resolve client issues.
Collect and review information regarding the client’s income, assets, investments, or debts.
Serves as the initial contact for clients and beneficiaries. Performs functions related to contact and communication with clients and beneficiaries, including scheduling annual contact plan meetings for Trust Principal and updating contact plan information in Salesforce.
Provides administrative support to the Trust Principal, calendar management, organization and prioritization of documents and files, and coordination of meetings and conference calls, and timely preparation of any required materials.
Prepares and assembles meeting materials for the Trust and Investment Principals, including the gathering of data, updating previous data and formatting of presentation materials.
Assists the Trust Principal with new client set up and welcome standards. Prepares new account opening memo and other forms or documents for Trust Principal’s review.
Establishes and updates beneficiary and recipient name and address records, statement cycles, cash distributions, and other communications related to clients.
Answers client telephone calls and returns missed calls within 24 hours. Conducts proactive calling within prescribed contact standards.
Composes letters and documents for Trust Principal’s signature as required.
Clears or pends overdrafts according to established banking and company procedures or upon specific direction of the Trust Principal, reviews daily activity for correctness, proper posting, and overdrafts.
Posts deposits to accounts.
Establishes and processes disbursements, tracks credit advices, reviews and establishes bill pay process for reoccurring client bills and pays non-reoccurring bills. Completes financial transactions and processes personal and charitable cash gifts within Client Service Specialist authority and/or as directed by Principal.
Documents discretionary distributions with appropriate forms, for Principal review.
Provides maintenance to trust system for account and client information as needed or directed. May prepare Account Opening and Closing forms for Trust Principal’s review and approval.
Establishes alerts when needed and as directed by Principal. Monitors and completes actions, as necessary.
Works with Operations to establish and maintain payroll information for client employees as directed by Principal.
Creates estate planning folder when directed. Sends original documents to the vault and copy to estate planning files and Smart Search. Updates Salesforce estate planning tab. Updates flow charts as needed by Principal.
Establishes and updates family office reports and customized spreadsheets or as directed by Principal. Disseminates to client on pre-determined schedule.
Assists with tax processing as required by Principal.
Performs research and projects as requested by Principal.
Provides general office support and office housekeeping as needed.
Attends Company and industry-related meetings, as required.
Establishes individual goals which are aligned with the Company's business strategies and objectives.
Functions as a contributing member of the department's team and other teams, as assigned.
Performs other duties, including special projects, as assigned by executive leadership.

STANDARDS OF PERFORMANCE

Excellent organization and calendar management support for Trust Principals.
Ongoing attention to the image and standard of professionalism for both the Trust Principal, as well as the Company.
Professional and timely communications with clients and appropriate parties.
Timely and accurate input of data related to clients in the Glenview Trust Company systems.
Timely and accurate preparation of meeting materials.
Accurate and timely completion of projects and/or reports.
Prompt response to missed calls.
Maintenance of Company and client information in a confidential manner.

MENTAL AND PHYSICAL REQUIREMENTS

Ability to manage a large volume of complex tasks and meet required deadlines of the company and its clients.
Ability to communicate effectively and professionally with clients, beneficiaries, and affiliated parties.
Ability to maintain a high level of concentration with frequent time pressures and constant interruptions.
Ability to sit for extended periods of time.
Ability to maintain sustained visual attention for considerable periods of time.

working environment and conditions

This position involves working within an indoor office environment around general office equipment, including computers and workstations.

EDUCATION, Experience and TRAINING

Minimum of a 2-year Associate degree required; 4-year Bachelors’ Degree preferred.
Minimum of 5 years’ experience providing administrative support.
Experience within a legal or financial organization with experience in Trust Administration preferred
Experience managing relationships with high profile clients.
Demonstrated ability using the Microsoft Office suite, particularly Word, Excel and PowerPoint required
Salesforce experience a plus.

Glenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law.

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Refine Your Search

client service specialist jobs in richmond, ky

Client Service Specialist

Business Client Services Specialist

Client Account Specialist

Client Intake Coordinator

Credentialing Services Specialist

Bilingual Multi-Location Customer Service Specialist (Spanish)

Lead Medical Office Coordinator

FAST Service Specialist

Client Intake Manager

Multi-Location Customer Service Specialist

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