Client Service Coordinator

Description

 Monitor daily cash positions and coordinates activity flows within Midwest Institutional Trust Services account relationships. 

Essential Duties/Responsibilities to be performed with or without accommodation

• Raise cash and initiate cash movements
• Investigate and resolve overdrafts
• Retrieve and utilize information from trust system and other data sources to ensure processing of cash and transactions
• Assist internal and external clients with trading and account-related inquiries and problem resolution
• Evaluate and compile detailed information to ensure accuracy of transactions
• Monitor and  coordinate cash flows for complex relationships to ensure accurate and timely processing
• Investigate and resolve service issues in a timely manner

Other Duties/Responsibilities

• Coordinate with multiple departments to ensure efficient account processing
• Execute account allocations and rebalancing
• Daily tracking and processing of on-going investment instructions
• Research special items and complete special projects as needed
• Review and recommend improvements to procedures
• Assist in departmental training and job shadowing
• Assist in conversion/de-conversion activities
• Other duties as assigned

Requirements

Experience, Education, Certifications, Licenses required to perform essential functions

• High school diploma or equivalent

Knowledge, Skills, Abilities required to perform essential functions

• Extensive knowledge of FIS Trust System
• Ability to utilize Flexi ACH 
• Ability to utilize all aspects of OLBB
• Ability to utilize the banking related  systems
• Ability to determine appropriate method of processing all transaction types while adhering to industry standards and departmental procedures
• Ability to support highly complex relationships involving unitized funds 
• Ability to support highly complex relationships involving master fund accounting
• Ability to research issues with the Automated Non-Dollar Investment (ANDI) system
• Ability to determine appropriate method of processing all transaction types while, adhering to industry standards and departmental procedures

Work Environment and Physical Demands required to perform essential functions

• Moderate noise (business office with computers, phone, printers, light traffic)
• Ability to sit at a computer for an extended period of time
• Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
• Specific vision abilities include close vision requirements due to computer work

Preferred Qualifications 

•  Detail oriented
•  Highly accurate
• Calm under pressure and deadlines
•  Strong organizational skills