Client Relationship Administrator

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!

Job Summary:

As a Client Relationship Administrator at PeoplesBank Wealth, you will play a crucial role in the smooth operation of our PeoplesWealth and Private Client Groups. Your responsibilities will include supporting new business and client administration, executing financial transactions for Wealth Management clients, and delivering exceptional service. You'll use your diverse skills and knowledge to research and respond to client questions, evaluate various account types, and prepare necessary paperwork for both current clients and prospects. Acting independently, you'll have full responsibility for scheduling appointments with clients, prospects, and vendors. This position is perfect for someone who thrives in a dynamic environment and is committed to upholding PeoplesBank's high standards and policies. Join us and be a key player in our mission to provide top-tier wealth management services!

Duties and Responsibilities:

• As a Client Relationship Administrator at PeoplesBank Wealth Management, you'll be at the heart of our day-to-day operations, ensuring everything runs smoothly for our PeoplesWealth and Private Client Group teams. You'll manage office functions, review, and sort mail, and create a welcoming, professional, and friendly experience for visitors. Keeping our Wealth Management supplies stocked and organized will be part of your routine, as will handling client calls and inquiries with efficiency and accuracy.
• You'll play a key role in onboarding new Private Clients, establishing their accounts, and working closely with relationship managers to send out welcome kits, birthday cards, and appreciation tokens. Preparing documents and new account applications while ensuring client confidentiality will be essential.
• Your organizational skills will shine as you schedule team meetings, prepare agendas, document minutes, and track action items. You'll manage calendars for Wealth Management members, booking appointments with clients and prospects. Additionally, you'll assist with marketing, social media, and client communication needs.
• You'll prepare and send customer communications, provide ad hoc reports, and gather demographic information to support our Wealth Management clients. Building relationships with referrals and existing clients will be key to laying the foundation for future appointments. Coordinating with external partners like product wholesalers, attorneys, CPAs, and other financial professionals will also be part of your role.
• You'll identify opportunities to streamline customer onboarding processes and improve the overall customer experience. Compliance with all regulations and bank policies is a must, and while the position is based at headquarters, occasional travel to banking centers or other locations to assist clients may be required.
• Other duties as assigned.

Education / Experience:

• Bachelor's degree or one to two years related experience and/or training or equivalent combination of education and experience
• Strong organizational skills and the ability to work independently
• Strong verbal and written communication skills required
• Expert in MS Office365 (Word, Excel & Outlook)

Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.