Amalgamated Bank seeks a highly motivated Client Support Associate to support the Trust Client Service in working with the Bank’s outsource partner, FIS, providing trust and custody services. Provide support and assistance to Trust Client Service employees using the FIS technology implemented for this process, including their inquiry and reporting By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: + Submit various requests to FIS, including password resets for the Bank’s online portal for Trust clients + Assist the manager working with FIS and their different systems, partners and suppliers, including systems for inquiries and instructions, custody reports as well as their corporate actions, fund accounting, print services, and vendors + Review and submit requests for new client accounts and portfolios, including affiliations, including proxy, corporate actions and other affiliations. + Assist Manager with internal communication with Investor Relations and Commercial Banking for Trust Clients, assisting with client communication when requested + Assist manager with account relationship management for Trust clients: new account set up with FIS, including affiliations, such as fee billing, statement production, proxy, corporate actions and others + Review and assist the Client Support Manager with the review of the FIS statement tracker report and anticipated statements, determine which statements need to be held and statement frequency, statement production date, investigate missing prices for statements, and generate quarterly MEPT and annual statements + Assist the Department Manager with filing reporting with appropriate agencies, including submitting 5500 schedule C reporting for client statements + Review and analyze with the Manager the fee billing process, including fee billing set up, the review of fee billing schedules, defining the fee billing calendar, and the review of actual fee billing and fee projections + Comply with existing operating policies and procedures + Provide general support to the Client Support Manager in researching and resolving customer inquiries and other daily activities + Ability to provide reasonable coverage and backup for teammates/colleagues including those on cross functional teams during planned and unplanned time off + Perform various administrative duties as directed by management + Assist Client Service Team with Annual Client reviews + Work directly with Clients on day to day inquiries, ensuring Client inquiries are resolved in timely manner + Perform Client Background checks and create CIP records on internal CIP Application as part of new Client On-boarding. + Assist with the data gathering for Monthly/Quarterly Client Reviews + Update online databases on the Monthly and Quarterly basis + Working closely with Client Service Manager to assist with Past due Fee Invoices, Client On-boarding functions, reviewing pending Class action proceeds for terminated accounts and any other projects as needed. Knowledge, Skills and Experience Requirements: + Bachelor’s degree or equivalent work-related experience + Excellent analytical skills + General knowledge of securities industry’s policies and procedures + Comprehensive knowledge of the global custody industry + Good oral, written and interpersonal skills + Excellent knowledge of computer software applications (MS Word, Excel, Access) Our job titles may span more than one career level. The starting base salary for this role is between $60,000.00 – $70,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans . (https://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf) AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement (https://www.amalgamatedbank.com/sites/default/files/pay-transparency.pdf) . Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.