Comerica Bank Job - 44712878 | CareerArc
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Company: Comerica Bank
Location: Detroit, MI
Career Level: Mid-Senior Level
Industries: Banking, Insurance, Financial Services

Description

Trust Client Assistant Sr. (Comerica Strategic Solutions)
The Strategic Solutions Team manages a variety of fiduciary accounts and Alliance accounts. This position is responsible for providing primary support to a team of Trust Administrators along with various routine and non-routine administrative support functions within Trust to provide exceptional customer service.
Position Competencies
Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.
Position Responsibilities:

  • Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions
  • Performs data entry which includes check writing, ACH set-up, and account information editing
  • Accesses statements, account data, and tax reports from various proprietary data bases
  • On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information
  • Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives
  • Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions
  • Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving
  • Must be able to acquire basic understanding of trust agreements/documents


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