CLO Client Administrator

A company is looking for a CLO Client Administrator III to lead trust and entity administration for high net-worth clients. Key Responsibilities: Oversee client relationships and make recommendations for trust account administration 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 the client experience Required Qualifications: 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 in a team environment Demonstrated ability to develop strong working relationships with clients and internal partners Self-confidence and strong analytical ability

May 31, 2025 - 01:20

A company is looking for a CLO Client Administrator III to lead trust and entity administration for high net-worth clients. Key Responsibilities: Oversee client relationships and make recommendations for trust account administration 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 the client experience Required Qualifications: 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 in a team environment Demonstrated ability to develop strong working relationships with clients and internal partners Self-confidence and strong analytical ability