Client Support Specialist (On-site) at First American

Santa Ana, California, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial Services, Wealth ManagementIndustries

Requirements

Bachelor’s degree or equivalent combination of education and experience
4-7 years of related experience in financial services, Trust operations or banking
Strong written and verbal communication skills
Strong interpersonal skills
Self-motivated and proactive, with exceptional organizational skills and attention to detail
Ability to manage multiple tasks and respond quickly to emergent problems
Proficient in Microsoft Word, Excel and PowerPoint

Responsibilities

Assists Trust Officers and Wealth Management Advisors in managing assets and accounts
May serve as the primary contact for customers with large and complex accounts
Prepares and participates in court appearances and audits
Collects assets and sets up accounts
Initiate financial transactions, including ACHs and wires
Monitors investment activities
Assists managers and supervisors with Trust client escalation calls as they arise from Sales Managers, Wealth Management Advisors and Relationship Managers
Takes calls from the inbound Wealth Management general line and follows up on incoming sales leads
Maintains accurate customer database by creating and updating customer profiles in Salesforce
Assists on company projects related to the management of Salesforce and Docusign
Performs additional tasks related to the efficient administration of trust accounts for which the institution acts as trustee or agent

Skills

Trust Administration

Wealth Management

Asset Management

Financial Transactions

ACH

Wire Transfers

Customer Relationship Management

Sales Support

Database Management

Investment Monitoring

Client Escalation

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

Land your dream remote job 3x faster with AI

Try Jobo Free