Assistant Client Relations Manager at Miray Holdings

Kirkwood, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Apr, 26

Salary

0.0

Posted On

12 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Attention To Detail, Communication Skills, Discretion, Judgment, Collaboration, Learning, Deadline Management, Independence, Fast-Paced Environment, Confidentiality, Administrative Support, Database Management, Financial Services, Investment Management, Client Relations

Industry

Description

Job Details Job Location: Foundation - St. Louis, MO 63122 Position Type: Full Time Assistant Client Relations Manager LCMS Foundation Organization Profile The LCMS Foundation’s mission is “Caring for and growing God’s gifts so that LCMS ministries flourish.”. It does so by focusing on the areas of planned giving, and gift and investment management. Reporting Relationships Reports to Vice President – Client Relations Essential Job Functions Supports account managers with administrative functions including but not limited to: Distribution requests and account maturities. Beneficiary maintenance including address searches, ACH follow-up and Substitute W-9 confirmations Various tax-season tasks, primarily related to mailing/emailing Schedule K-1s Review database changes Manages client statements and online access and responds to related inquiries. Supports receipt of security gifts and the proper distribution of proceeds. Review and authorization of daily distributions, and processes monthly recurring distributions Maintenance of gifted insurance policies and facilitate premium payments Assists in distributing annual ministry reports as needed. Assists with onboarding of new investment clients. Relates to customers, including donors and income recipients, legal and financial professionals and LCMS staff and staff of other LCMS ministries and organizations. Education and Experience Bachelor’s degree in accounting, finance or a related field preferred. 2 years experience with bank, trust company, investment firm, financial services firm, law office, accounting firm, or similar professional experience required. Customer service experience a plus. Competencies (Knowledge, Skills, and Abilities) Willingness and passion for learning. Ability to manage deadlines. Strong written and communication skills. Ability to work independently. Discretion and judgment in confidential matters. Proven ability to work in a fast-paced environment with changing priorities. Ability to work well with people and teams. Strong business and collaboration skills, and responsive to service needs and operational demands. Keen attention to detail & accuracy. Supervisory Responsibility None Qualifications

Responsibilities

The Assistant Client Relations Manager supports account managers with various administrative functions and manages client statements and online access. They also assist with onboarding new investment clients and relate to customers, including donors and legal professionals.