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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and problem-solving within trust and securities operations, ensuring high service levels and effective communication with clients and internal teams.
Highest-signal resume keywords
TrustDesk Trust Accounting System ExperienceClient-Facing ExperienceInterpersonal SkillsLeadership SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust AccountingSecurities OperationsFinancial ProcessingProblem-SolvingOrganizational Skills
Soft Skills
Interpersonal SkillsProfessional DemeanorDecision-MakingResourcefulnessProactivity
Tools & Technologies
TrustDeskFIS Products and ServicesMicrosoft Office
Industry Keywords
Client Relationship ManagementOutsourcingService DeliveryOperational SupportClient Service Issues
About the role
Key responsibilities & impact- Serve as the primary point of contact for assigned institutional outsourcing clients
- Deliver high levels of service and relationship management in support of TrustDesk business objectives
- Oversee daily activity of assigned outsourcing relationships
- Solve complex problems through research and communication with other departments
- Support personnel at client institutions in day-to-day routines and financial processing
- Perform daily servicing activities with timeliness and accuracy
- Monitor day-to-day client activity and work with operations staff to maintain high service levels
- Own and resolve client service-related issues
- Coordinate with internal teams to support client relationships and ensure efficient service delivery
Requirements
What you’ll need- Experience with TrustDesk Trust Accounting System is preferrable
- 3-5 years of recent experience in trust, securities or operations
- Client-facing and servicing experience with excellent interpersonal skills
- Ability to establish and maintain effective working relationships with management, employees, clients and the public
- Professional and calm demeanor to handle difficult clients
- Solid organizational, leadership, decision-making and problem-solving skills
- Resourceful and proactive in gathering information and sharing ideas
- Proficiency in Microsoft Office software
- Basic knowledge of how internal systems work
- Knowledge of FIS products and services is an added bonus
- Some flexibility of hours is preferred
- For positions located in the US, conditional offers require a drug test
Benefits
Comp & perks- Flexible and creative work environment
- Diverse and collaborative atmosphere
- Professional and personal development resources
- Opportunities to volunteer and support charities
- Competitive salary and benefits
- Some flexibility of hours is preferred