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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills through effective account administration and communication with corporate trust clients. Proficient in managing transactions, billing, and reconciliations while maintaining attention to detail and organizational skills under pressure.
Highest-signal resume keywords
Customer ServiceAccount AdministrationMicrosoft OfficeOrganizational SkillsBilingual Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account SetupTransaction ProcessingReconciliationBilling ManagementDocument Collection
Soft Skills
Verbal CommunicationWritten CommunicationMultitaskingProblem-SolvingProfessionalism
Industry Keywords
Financial ServicesCorporate TrustClient ManagementAttention to DetailTeam Culture
About the role
Key responsibilities & impact- Provide superior customer service to corporate trust clients through effective account administration
- Monitor contract provisions and respond to customer inquiries quickly and accurately
- Process all related transactions including account setup/termination, collecting critical documents, and cash disbursements
- Communicate with clients regarding specific account information, deliverable dates, distributions, events, and generating client statements
- Organize the account set-up process, update appropriate spreadsheets and ticklers
- Manage the billing and collection of client fees
- Complete reconciliations timely and accurately
- Promote a positive team culture and handle day-to-day client requests
Requirements
What you’ll need- Bachelor’s Degree Preferred
- Excellent verbal and written English communication skills
- High level of organizational, multitasking, and problem-solving skills
- Computer skills including Microsoft Office
- Maintain a strong attention to detail and analytical ability when working under pressure
- Previous experience in the financial services industry a plus
- Business level fluency in Spanish and/or Portuguese a plus
- Ability to maintain tact, composure and professionalism when situations may become stressful
Benefits
Comp & perks- Annual success-sharing bonuses or commission plans based on individual performance
- Range of support to colleagues with disabilities
- Career opportunities
- Competitive and comprehensive benefits package including annual leave, tuition reimbursement, referral bonuses, and more
