CLO Client Administrator

Job Summary

A company is looking for a CLO Client Administrator III to lead trust and entity administration for high net-worth clients.

Key Responsibilities:

• Oversee client relationships and make recommendations for trust account administration
• Assist senior account representatives in revenue-generating activities and manage client strategies
• Serve as the primary point of contact for clients, resolving issues and enhancing the client experience

Required Qualifications:

• Bachelor's degree and a minimum of 1 year of relevant work experience with direct client contact, or a combined minimum of 5 years of higher education and/or work experience
• Strong focus on customer service and satisfaction
• Experience in a team environment
• Demonstrated ability to develop strong working relationships with clients and internal partners
• Self-confidence and strong analytical ability