Family Office Client Service Associate
Company: Synovus Mortgage Corp.
Posted on: January 16, 2020
Job Summary: Provides analytical support and assistance to Family
Office Relationship Managers, Wealth Strategists, and Portfolio
Manager. Performs financial analyses to aid RM in advising clients.
Builds and generates reports, gathers, aggregates and analyzes
information for clients and advisors. Manages much of the
preparation and follow-up related to client meetings and planning.
Job Duties and Responsibilities: Prepares reports and materials for
client meetings. Prepares, builds and/or generates reports or other
materials needed for client or prospect meetings including cash
flows, estate summaries, performance reports, investment proposals,
will abstracts, Grantor Retained Annuity Trust / Charitable
Remainder Unitrust summaries, and other reports. Analyzes
information and provides written updates on client goals, current
situation, and potential solutions. Manages ongoing client agenda
items. Takes notes during client/prospect meetings. Works with
Relationship Managers, Wealth Strategists and Portfolio Mangers to
identify follow up items and then manages execution of these items.
Tracks client accomplishments and agenda items and provides regular
updates. Assists in gathering and reviewing tax information for
clients and their CPAs. Builds relationships with clients and
anticipates client needs and opportunities. Works in tandem with
relationship managers in the development of recommendations and
solutions for clients and participates in client meetings. Builds
relationships with internal partners at Synovus to include bankers,
Synovus Trust team members and external advisors to include
attorneys, accountants and others Works with Wealth Strategists to
administer Grantor Retained Annuity Trusts (GRAT), Charitable
Remainder Unitrusts (CRUT) and Charitable Lead Annuity Trusts
(CLAT) by managing valuations, annuity payments and termination
dates. Maintains documentation. Works with Relationship Managers
and Wealth Strategists to gather information for valuations,
maintain ownership percentages, calculate formula gifts and
communicate with CPAs. Works with Relationship Managers and
Fiduciary Services to process estate administration including
gathering assets, valuing assets, retitling assets, updating cost
basis, maintaining documentation, tracking agenda items and tasks
list and updating clients. Identifies and works along side RMs with
risk management issues including health, life, property and
casualty, and other types of insurance. Prepares regular reviews of
current risk strategies and summaries of policies as part of client
meeting agendas. Interacts with a variety of agents, groups, and
partners to build out the risk services offering. Assists with
updating and maintaining marketing materials including sample
client books, pitch books and other ongoing branded information.
Develops and responds to request for proposals from organizations
and/or families through the close engagement of key team members.
Each team member is expected to be aware of risk within their
functional area. This includes observing all policies, procedures,
laws, regulations and risk limits specific to their role.
Additionally, they should raise and report known or suspected
violations to the appropriate Company authority in a timely
fashion. Performs other related duties as required. The information
on this description has been designed to indicate the general
nature and level of work performed by employees within this
classification. It is not designed to contain or be interpreted as
a comprehensive inventory of all duties, responsibilities, and
qualifications required of employees assigned to this job. Synovus
is an Equal Opportunity Employer supporting diversity in the
workplace. Minimum Requirements Preferred Knowledge, Skills, &
Abilities: Financial services industry experience. Demonstrated
leadership skills. CFP and CTFA designations preferred Additional
Information Minimum Education: Bachelor's degree in Finance,
Business Administration or related discipline. Minimum Experience:
Two years in a related field. Required Knowledge, Skills, &
Abilities: Excellent written and verbal communication skills.
Strong attention to detail, extremely organized, and ability to
multi-task. Strong interpersonal and customer service skills.
Ability to think independently, analyze information and formulate
recommendations. Proficiency using Microsoft Office software
products including strong Excel, Word and PowerPoint skills
Keywords: Synovus Mortgage Corp., Columbus , Family Office Client Service Associate, Accounting, Auditing , Columbus, Georgia
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