CLO Client Administrator
Company: VirtualVocations
Location: Kenosha
Posted on: April 6, 2025
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Job Description:
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
institutional and corporate trust accounts
Assist senior account representatives in revenue-generating
activities and manage daily 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 mentoring and providing guidance to less experienced
personnel
In-depth knowledge of corporate policies and procedures related to
the administrative role
Ability to understand and adhere to risk and regulatory standards
and policies
Keywords: VirtualVocations, Kenosha , CLO Client Administrator, Other , Kenosha, Wisconsin
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