Institutional Client Services Administrator II

Overview: Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Primary Responsibilities: Submit activity for processing in a timely and accurate manner and based on client directives. Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers. Submit annual account reviews for assigned accounts in a timely manner or as directed. Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.…