Senior Administrator - Client Services

Main Responsibilities And Duties

• Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management.
• Identify and understand key provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts.
• Cook with banking partners and clients to open depository and/or escrow accounts with specific attention to each depository and/or escrow agent requirement and procedure.
• Ensure clients are properly administered as contracted from inception through completion of contractual requirements.
• Responsible for timely and accurate client billing.
• Create and maintain desk procedures specific to each client.
• Data entry including review of portal data for accuracy.

1031 Like Kind Exchange Administration

• Functions as key contributor with demonstrated knowledge when processing Like Kind Exchanges.
• Maintain relationships with Like Kind Exchange clients with the highest level of client service.
• Ensure clients are properly administered as contracted from beginning to end of exchange period involving proper usage of company templates, generate exchange documentation, monitor receipts and disbursements.
• Exchanger of pertinent dates, coordinate with ancillary parties (real estate agents, accountants, attorneys, escrow/settlement agent) involved in exchange transaction necessary to ensure timely funding & settlement.

Essential Requirements

• Bachelor’s degree required.
• 3+ years of client service, customer success experience.
• A minimum of 3 years banking or financial services experience, including trust & escrow knowledge desired.
• Fund administration experience desired.
• Knowledge and/or experience in Section 1031 Like Kind Exchanges.
• Detail oriented skills to support review of legal and financial documents.
• Strong skills in Microsoft Office: Word, Excel & Power Point and ability to learn and utilize other technology applications.
• Excellent communication skills, both verbal and written.
• Ability to multi-task and timely and effectively meet deadlines throughout the day using organizational skills.

Pay

The expected salary range for this position is $70,000 – $90,000 per year, based on experience and qualifications.