Assistant Manager - Client Services

This position performs as an Assistant Manager. The candidate will be responsible for providing high-level customer service to clients while administering the appropriate procedures and processes in a timely, accurate, and professional manner.

Identifies streamlining opportunities for process improvement and works independently to make decisions to resolve client issues.

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

MAIN RESPONSIBILITIES AND DUTIES

Like Kind Exchange Administration

• Functions as key contributor with demonstrated knowledge and expertise when processing Like Kind Exchanges. Maintain relationships with Like Kind Exchange clients with the highest level of client service.
• Confirm and discuss specifics of forward and reverse exchange process directly with Like Kind Exchange clients and / or their representative.
• Ensure clients are properly administered as contracted from inception through completion of contractual requirements, including document preparation, escrow account opening, and billing.
• Coordinate with banking partners and clients to open depository and / or escrow accounts with specific attention to each depository and / or escrow agent requirement and procedure.

Trust and Escrow Fund Administration

• Functions as key contributor with demonstrated knowledge and expertise in Trust and Escrow administration.
• Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products / services to be provided, escalating potential churn situations to management.
• Coordinate with banking partners and clients to open depository and / or escrow accounts with specific attention to each depository and / or escrow agent requirement and procedure.
• Identify and understand pertinent provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts.
• Ensure clients are properly administered as contracted from inception through completion of contractual requirements.
• Responsible for timely and accurate client billing.
• Create and maintain desk procedures specific to each client.
• Perform other duties as required.
• Adhere to JTC core values and expected behaviours.

ESSENTIAL REQUIREMENTS

• Knowledge and a minimum of 2 years’ experience in Section 1031 Like Kind Exchanges.
• A minimum of 5 years banking or financial services experience, including trust & escrow knowledge required.
• 5+ years of client service, customer success experience required.
• Fund administration experience (highly desired).
• Detail-oriented skills to support review of legal and financial documents.
• Strong skills in Microsoft Office : Word, Excel & PowerPoint and ability to learn and utilize other technology applications.
• Excellent communication skills, both verbal and written.
• Ability to timely and effectively meet deadlines throughout the day using organizational skills.

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