Corporate Trust Relationship Manager I
- Responsible to manage a book of accounts by performing all duties required under the governing documents, responsible to develop and maintain client relationships and provide an excellent customer experience. Responsible for all aspects of account administration.
- Manage the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
- Consult with Managers to assist on complex issues.
- Complete various account activities including ticklers, payment processing, account set up and fee billing.
- Complete physical document check-in process and review for custodial certifications.
- Complete trading activity of DVP, DTC, and Fed settlements for client securities custodian accounts.
- Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries.
- Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
- Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
- Demonstrate an in-depth knowledge of policies and procedures.
- Adhere to the internal risk and regulatory requirements.
- Promote a team culture and to work closely with other Relationship Managers, administrators, and support areas.
- Minimum of 3 years demonstrated successful track record in Corporate Trust or in financial services.
- Strong knowledge of MS Office Suite is required. Knowledge of SEI Trust 3000 is a plus.
- Experience reading and interpreting governing documents.
- Experience with trading settlements of free deliveries and DVP settlements through DTC or Fed.
- Preferred reverse repo settlement activities.
- Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions.
- Ability to manage multiple priorities, be open to change and demonstrate flexibility.
- Excellent verbal, interpersonal and written communication skills are required.
- Must have strong attention to detail with the ability to organize workflow.
$64,491.00 - $105,949.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected]. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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