Client Administrator

About Client:
The Client is a prominent financial institution, boasts a diverse range of clients who benefit from its comprehensive services and exceptional customer care. With a steadfast commitment to meeting the unique needs of each individual, it has emerged as a trusted partner for countless clients across various segments.
Clients enjoy access to a wide array of banking products and solutions tailored to their financial objectives. Whether it's personal banking, business banking, wealth management, or investment services, it offers a robust suite of offerings designed to foster growth, security, and prosperity.



Rate: $32/Hr



Job Description:

• The Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting RMs in retaining clients and identifying areas to improve existing relationships and processes.
• The CA is the first point of contact with institutional clients front office staff, or backup to an RM for all servicing needs and inquiries, including actual transaction execution and processing.
• The CA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties. The CA is also responsible for independently monitoring the accounts to ensure compliance with KeyBank policies and procedures as well as regulatory guidelines.
• The main focus of administrative activities relate to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, corporate escrow, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects.
• The CA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business.
• May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure.
• Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
• Understands client requirements; works with approved product offerings and constructs creative solutions to meet these requirements.
• Proactively assists in the administration of qualified plans, master trust custody, non-profit and investment management accounts.
• Strives to eliminate all charge-offs and cash processing errors by making sure that the execution of all cash processing transactions are in accordance with existing procedures.
• Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.