Client Support Manager - Diamond Capital Management

This position serves as the primary operational contact and assists with account administration for the Bank's wealth management division investment accounts. The CSM must be able to deliver exceptional customer service and assist clients with their needs while ensuring compliance with Bank policies and regulations. Independent judgment is required to plan, prioritize and organize a diversified workload.

Essential Functions

• Respond to customer questions, requests and concerns, both written and oral, in a timely manner
• Cultivate and maintain positive relationships with clients through regular, proactive communication and adherence to the Bank's Culture of Excellence
• Assist with administration of, and maintain a working knowledge of, existing DCM investment management accounts including:
  
  
  
  • daily client communications, including troubleshooting and problem solving
  • monitoring of daily client transactions
  • preparing account deposits and disbursements
  • preparing client/account correspondence
  • tracking client fees and account balances
  • account-specific system maintenance
  
  
  
  
• Assist with administration of new DCM investment management accounts, including account system set-up and coordination/tracking of account initial funding
• Maintain customer relationships by displaying a service-oriented attitude
• Manages and maintains client files
• Update Portfolio Managers on account system changes, client requests and daily communications
• Serve on Wealth Management committees, as assigned

Required Education, Experience and Skill

• High School diploma or equivalent
• Minimum of 2 years experience in an administrative role supporting client service professionals; experience supporting wealth/portfolio management activities is preferred
• Proven written and verbal communication skills, with strong emphasis placed on responsiveness and customer service skills
• Excellent interpersonal skills, exhibiting a high degree of professionalism
• Strong team orientation and demonstrated work ethic
• Experience with and good working knowledge of standard computer applications, including Microsoft Word and Excel
• High degree of accuracy and attention to detail