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CLIENT SERVICES ASSOCIATE

Date: September 28, 2023
Location: Grand Rapids, MI

Legacy Trust, a private investment and wealth management firm located in downtown Grand Rapids, has a great opportunity for a motivated individual to join our team as a Client Services Associate dedicated to providing exceptional account administration and service to our clients.

Essential responsibilities include but are not limited to the following:
1. Maintains expertise in account administration, client servicing, and related areas.
2. Assists the Wealth Advisors with the delivery of the “Client Experience” including initiation of and preparation for client meetings, maintaining client communication, and coordinating necessary follow-up. Including CRM upkeep.
3. Proactively assists the Wealth Advisors with the internal compliance process.
4. Coordinates the account opening process, including assembling and organizing account information/documents and establishing required banking documentation.
5. Reviews daily reports to ensure accuracy in transactions, cash processing and communicates any problems or overdrafts to assigned Wealth Advisor and works to resolve as necessary.
6. Prepares remittances, wire transfers, bill paying, and/or receipt transactions with proper transaction and tax codes.
7. Operates an efficient follow-up system including compliance reports, project management, and follow up actions as assigned.

Legacy Trust is looking for individuals who are self-motivated and possess a strong desire to serve clients along with the following education, experience, and skills:
• 1 – 3 years of experience providing administrative support to partners or administrators, preferably in the financial industry.
• Basic familiarization with trust accounting systems would be ideal as well as the willingness to learn fiduciary regulations, investment concepts and internal controls.
• Excellent verbal and written communication skills as well as interpersonal and analytical skills.
• Strong computer skills including MS Office and ability to use the internet for research and information management.
• Bachelor’s Degree specializing in Finance, Business or a related field or equivalent work experience preferred. Desire to obtain applicable certifications would be ideal.

Please send a resume and cover letter to careers@legacygr.com

As one of West Michigan’s “Best and Brightest Companies”, Legacy Trust prides itself on our organizational values as we provide an active, entrepreneurial team environment focused on our stakeholders, our employees, and our clients. Our comprehensive and competitive compensation and benefits programs include health, dental, disability and life insurance as well as a 401(k) plan, generous leave program and onsite fitness center.

Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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