**Summary:** Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. **Responsibilities:** + Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts. + Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients. + Oversees set-up of new clients within portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Identifies and escalates opportunities for process improvement. + Assists, as requested, with business development opportunities. + Engages with other lines of business within Bank to fully serve clients’ financial needs. + Participates in required annual Administrative Reviews of accounts. + Provides expertise, guidance, and skill development support to other team members. + May directly supervise work of Client Service Associates and/or Senior Client Service Associates. + Performs additional duties, as assigned. **Qualifications:** + Bachelor’s degree in business, finance, or related field. MBA preferred. + Ability to generate net new business is a plus + Completion of multi-year Trust School program preferred. + Certified Trust & Financial Advisor (“CTFA”) designation preferred. + Minimum 7 years’ experience in financial services, including 4 years of direct client management. + Proven analytical and decision-making skills, with effective problem resolution. + Excellent communication skills, both verbal and written, including proper business letter and email writing. + Excellent client service skills. + Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications. + Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels. + Attention to detail. + Positive attitude, team player, and willingness to accept new assignments and pitch-in. + Valid driver’s license **Working Conditions/Physical Demands:** + Normal office environment. + Frequent sitting and standing at a desk. + Heavy keyboard use. + 10% - 15% driving time. + Hybrid Role