Job Post: MP
Duration: 0-6 month(s)
Pay range: $17.00
Jacksonville FL United States 32202
Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisers with account administration, supporting multiple people and balancing multiple priorities. Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues. Uses basic product knowledge to participate in cross-sale activities. Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support. Researches and resolves routine operational issues related to simple to moderately complex accounts. May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts. Incumbent may support multiple functional areas or a single functional area.
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