Client Services Administrator

About the role

This position supports the Investment Management & Trust team goals, delivering exceptional client experiences through direct interactions and managing administrative tasks.

Responsibilities

• Support Trust Officers and Relationship Managers in achieving annual business goals and objectives.
• Coordinate department-wide client communications, including paper and electronic statements, financial plans, and other correspondence.
• Serve as a liaison between clients, Investment and Trust Department personnel, Bank staff, and external vendors.
• Process and coordinate routine client transactions and service requests.
• Support client communication strategies by scheduling and coordinating client meetings and follow-up activities.
• Aid in the planning, preparation, and distribution of materials for client, prospect, and internal meetings, including financial planning documents and presentations.
• Assist with the completion of annual client reviews and related documentation.
• Prepare and distribute monthly departmental reports, maintain accurate client records, and serve as the department's CRM system liaison.
• Act as backup support to the Trust Administrator, handling daily workflow responsibilities and preparing the quarterly KSB board of directors Trust Committee package.
• Coordinate and prepare material for monthly Trust subcommittee and provide support for the PG Calc system software and tracking.
• Maintain various business development and tracking metrics to support the team's goal of exceeding new business goals and achieving robust referrals to bank partners.
• Coordinate and assist with RFP creation and administer department sales pipeline and referral reports.
• Keep current on the Bank’s retail offerings and actively utilize Bank products and services.
• Participate in community organizations and events, representing the Bank in the community.
• Handle telephone inquiries and provide information to vendors and other departments professionally and courteously.
• Attend and participate in Bank meetings and attend internal and external training to improve skills and knowledge relevant to the trust assistant position.
• Comply with Kennebec Savings Bank’s Core Values and all Federal and State banking and trust regulations, as well as Bank and department policies and procedures.
• Meet or exceed objectives and standards for Client Services Administrator.

Requirements

• Associate’s degree or equivalent work experience in the financial services industry preferred.
• Computer literate, with specific experience in word processing and spreadsheet applications.
• Highly organized, with absolute attention to detail.
• Team player, collaborative, and able to work with and through others.
• Communicate with people in a confidential, supportive, and professional manner in person, by telephone, and written correspondence.
• Read and work with computer printout reports, spend extended periods working at a computer, use the telephone to converse with customers, communicate clearly by telephone, have good listening ability and skills, have strong written communications skills, including letter-writing ability, prioritize and organize workflow, have good attention to detail, handle multiple jobs, think through problems, follow proper steps in finding resolution, have a high degree of ethics, maintain confidentiality of customers and accounts, be friendly, courteous, and sensitive to the needs of customers and coworkers.

Salary Range

Compensation for this position is based on knowledge, skills, experience, and demonstrated competency within the role. Developing - Minimum: $21.20, Proficient - Midpoint: $25.06, Exceptional - Maximum: $28.92.