Client Service Associate - (Parkersburg, WV)

Job overview 13; The primary function of the Client Service Associate is to support designated Relationship Managers/Advisors in day:to:day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners for the Wealth Management department (department). RESPONSIBILITIES MAY INCLUDE: :Account Support and Administration: Support managers and Advisors in the administration of trust, investment, retirement and brokerage accounts. Duties may include; :Daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client details requests and updating client details. :Monitor and review daily reports for accuracy, action items, resolution and follow:up. :Assist with account opening, asset transfer, account terminations, and special asset management.