CLO Client Administrator

Job Summary

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

Key Responsibilities:

• Oversee client relationships and recommend design and administration of trust accounts
• 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 client experience

Required Qualifications and Education:

• 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 managing relationships with internal and external service partners
• In-depth knowledge of corporate policies and procedures related to the administrative role
• Ability to understand and adhere to risk and regulatory standards and controls