Trust Client Service Associate

2 weeks ago

Johnston, United States Citizens Full time

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.

The Private Client Trust Associate (TA) role is accountable for providing exceptional service to our Citizens Private Client (CCPW) trust and estate clients and is part of our client facing trust and estate team.   The Private Client Trust Associate assists the team in managing the day-to-day activities of our fiduciary clients including new client on-boarding, client service and client retention as directed by Senior Trust Officers (STOs) and/or Trust Officers (TOs).  The TA will have knowledge of the wealth management industry and have experience in working with clients on matters related to trust services and planning as well as an understanding of investment and banking operation's needs.  The TA also works with STOs/TOs to administer trust and estate accounts consistent with the terms of the account’s governing document and CCPW policies and procedures.  Strong client service, communication and relationship management skills as well as attention to accuracy and compliance are key components for this position.

Primary responsibilities 

  • Responsible for working with STOs/TAs and the broader fiduciary team to ensure proper trust and/or estate administration in accordance with account documentation, applicable law and CCPW policies and procedures.
  • Perform trust and estate account maintenance, enter transactions, process remittances and distributions and support STOs / TOs requests for account service for beneficiaries and client account advisors.
  • Responsible for on-boarding new client relationships, new account applications, and AML requirements. 
  • Process client requests related to all aspects of the trust and/or estate administration and promoting a client-focused experience for trust grantors, beneficiaries and their advisors.  Works along with STOs/TOs and specialized team members to resolve daily client needs. 
  • Prepare for STO/TO approval documentation and related information for submission to CCPW governance committees and management reviews.
  • Support expansion of client relationships through delivery with CCPW colleagues of the complete set of the bank's services and capabilities.
  • Support various CCPW projects and initiatives for the enhancement of the client service experience.

 Qualifications, Education, Certifications and/or Other Professional Credentials

Minimum Required: 

  • 3+ years in financial services, with wealth management preferred.
  • College level study or equivalent

Preferred:

  • Bachelor’s degree preferred
  • Trust service or paralegal experience

Hours & Work Schedule

  • Hours per Week:  40
  • Work Schedule:    M-F

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Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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