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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust operations and client relationship management, ensuring high levels of service delivery and effective problem-solving in financial services. Proficient in navigating operational challenges while maintaining strong interpersonal skills and organizational capabilities.
Highest-signal resume keywords
Trust Operations ExperienceClient Relationship ManagementAddVantage Trust Accounting SystemMicrosoft Office ProficiencyProblem-Solving Skills
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 OperationsCash TransactionsSecurities TransactionsReconciliationsFinancial Services ProcessingClient ServicingOperational ManagementDecision-MakingOrganizational SkillsTechnology Navigation
Soft Skills
Interpersonal SkillsLeadershipCalm DemeanorResourcefulnessProactivity
Tools & Technologies
AddVantage Trust Accounting SystemFIS Products and ServicesMicrosoft Office
Industry Keywords
Wealth Management OperationsClient SatisfactionService DeliveryFinancial IndustryTrust Administration
About the role
Key responsibilities & impact- Deliver high levels of service and relationship management for assigned institutional outsourcing clients in support of TrustDesk business objectives
- Oversee daily activity of assigned outsourcing relationships
- Solve complex problems through research and/or communications with other departments
- Support personnel at client institutions in day-to-day routines of trust administration and financial services processing
- Perform daily servicing activities, ensuring timeliness and accuracy
- Monitor day-to-day client activity and work with operations staff to deliver consistently high levels of service
- Take responsibility and ownership for resolving client service-related issues
- Coordinate with internal teams to support client relationships and ensure efficient service delivery
Requirements
What you’ll need- Experience with AddVantage Trust Accounting System is preferrable
- 3-5 years of recent experience in trust operations, cash/securities transactions, reconciliations, or financial industry/wealth management operations
- Client facing and servicing experience with excellent interpersonal skills to build high levels of customer satisfaction
- Ability to establish and maintain effective working relationships with all levels of management, employees, clients and public
- Professional and calm demeaner to handle clients who are difficult
- Solid organizational, leadership, decision-making and problem-solving skills
- Ability to navigate unexpected operational or technology challenges
- Capability to manage multiple concurrent requests and shifting priorities in a fast paced environment
- Resourceful and proactive in gathering information and sharing ideas
- Proficiency in Microsoft Office software and basic knowledge of how internal systems work
- Knowledge of FIS products and services is an added bonus
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