Client Administrator

Position Summary

The Client Administrator (CA) is responsible for administering a portfolio of institutional client accounts with a strong emphasis on client service, account administration, and operational support. This role serves as a primary point of contact for clients, ensuring timely resolution of service requests while supporting Relationship Managers in maintaining and expanding client relationships.

The Client Administrator develops an in-depth understanding of products and services, proactively identifies opportunities to improve client satisfaction, and ensures all account activity complies with internal policies and regulatory requirements.

Key Responsibilities

• Serve as the primary point of contact for institutional clients' day-to-day servicing needs and inquiries.
• Support Relationship Managers with client retention, account administration, and relationship management.
• Execute and process client transactions accurately and efficiently.
• Resolve client inquiries independently by coordinating with internal operations and business partners.
• Communicate effectively with clients, internal stakeholders, and third-party service providers.
• Monitor client accounts to ensure compliance with company policies, procedures, and regulatory guidelines.
• Administer and oversee client accounts involving:
  • Trust and custody services
  • Corporate escrow accounts
  • Benefit disbursements
  • Investment management
  • Commercial banking services
• Ensure compliance with legal, ERISA, reporting, and regulatory requirements.
• Maintain high standards of client service and proactively support client retention and account growth.
• Identify client issues, coordinate resolutions with internal teams, and communicate outcomes to clients.
• Build strong relationships across product lines to deliver exceptional client service.
• Understand client requirements and recommend approved solutions to meet business needs.
• Assist in the administration of:
  • Qualified retirement plans
  • Master trust custody accounts
  • Non-profit accounts
  • Investment management accounts
• Review and manage daily cash reports, including:
  • Cash overdrafts
  • Uninvested cash balances
  • Appropriate cash investments
• Minimize cash processing errors and charge-offs by ensuring transactions are processed according to established procedures.

Required Qualifications

• Experience in client service, account administration, relationship management, trust operations, banking, or financial services.
• Strong understanding of institutional client servicing and account management.
• Excellent verbal and written communication skills.
• Strong problem-solving and critical thinking abilities.
• Ability to work independently while managing multiple priorities.
• Strong organizational skills and attention to detail.
• Experience collaborating with cross-functional teams to resolve client issues.
• Ability to maintain confidentiality and adhere to regulatory and compliance requirements.

Preferred Qualifications

• Experience with trust, custody, investment management, or commercial banking products.
• Knowledge of ERISA and qualified retirement plan administration.
• Familiarity with cash management and investment processing.
• Experience working in a highly regulated financial services environment.
• Strong customer service orientation with a focus on building long-term client relationships.