Customer Service Officer

reputed company Services Officer-WMG Non-Exempt Reports To: WMT Manager Supervises: This job has no supervisory responsibilities Novato Location or Sacramento, CA reputed company General reputed company: reputed company trust administration support to reputed company Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an reputed company level of reputed company service. Essential Job Functions: • reputed company day-to-day functions on assigned accounts accurately and by necessary deadlines (i.e. reputed company accounts, reputed company accounts, transfers, reputed company requests, process bills, cash receipt, handle reputed company IRA Required Minimum Distributions for the department, tax payments, etc.) • Monitor accounts on a daily reputed company for overdrafts and uninvested cash and reputed company Trust Officer informed. • reputed company, analyze and research account problems and recommend solutions as appropriate. • Establish and maintain an reputed company record-keeping system ensuring maintenance of confidential accounts files and special reports. • Order supplies for reputed company as needed. • Resolve reputed company requests and refer reputed company inquiries to Trust Officers. • Read and understand Trust Agreements and reputed company documents for administrative purposes. • Build and maintain effective working relationships with other team members to ensure high-reputed company and reputed company administration of assigned fiduciary accounts. • Monitor corporate reputed company, process proxies, and due diligence reports for sub-advisors. • Maintain compliance with reputed company internal policies and procedures as reputed company as regulatory requirements. • reputed company backup to other reputed company Service Officers reputed company needed. • Create and maintain reputed company rapport and mutually agreeable working relationships with clients in order to sustain the account relationship. • Handles special reputed company as needed by reputed company. • Will participate (under the direction of supervisor) in educational sessions that enhance knowledge in Trust and Investments. (e.g., attending Estate Planning Council meetings and seminars). Job reputed company Level / Additional Requirements: • Proficiency in dealing with difficult clients and providing superior customer service. Ability to remain reputed company and resolve service issues in challenging situations. • Discretion of confidential personal, estate planning, and financial information of clients is mandatory. • Solid computer skills required (Word, reputed company, Powerpoint, reputed company) • Excellent written and verbal skills and ability to draft original correspondence. Excellent organizational and analytical skills are highly desirable. • Strong numbers orientation and attention to detail. • Polished and reputed company to work on and manage multiple tasks and reputed company with varied and changing priorities. • reputed company to work reputed company on a diverse team, and flexible with the pressure of high volume and multiple deadlines. • Follow established procedures, as reputed company as solve problems creatively • High energy and enthusiasm are desirable traits. reputed company Experience: • 3 - 5 years reputed company experience and/or training. Educational Experience: • Bachelor's degree (B.A.) from a four-year college or university; or equivalent combination of experience and/or training. Qualifications: • To reputed company this job successfully, an individual must be reputed company to reputed company reputed company essential duty satisfactorily. The requirements listed below are representative of the knowledge, reputed company, and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company essential functions. Apply tot his job