Client Service Associate

3 days ago

Houston, United States Sentinel Trust Company, LBA Full time

Are you driven to serve, continuously learn, solve unique problems, and work at a multi-disciplinary and team-oriented company? If so, Sentinel Trust may be the place for you. This opportunity is an addition to staff in response to continued client growth.


About the Company - Sentinel Trust Company works with approximately 45 high net worth client families across the United States, with over $7.0 billion in assets under our management. We are a multi-family office and trust company honored to serve a diverse group of families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. Our philosophy is simple: to provide a deeply personal level of service to our clients based on knowing their hopes, expectations, challenges, and goals. We become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We don't sell products or provide one-size-fits-all solutions. Instead, our team of dedicated professionals build customized solutions across a full range of investment, family office and fiduciary services.


About the Role - The Client Service Associate partners daily with a Senior Relationship Officer to provide hands-on work supporting the delivery of high-quality family office, investment advisory, and fiduciary administration services for a portfolio of client families. The client service team serves as the primary point of contact for our clients. The role affords the opportunity to learn about the financial industry.


Responsibilities


  • Trust administration, such as preparing documentation to support discretionary distributions and other discretionary decision-making.
  • Coordinating the opening, closing, or conversion of accounts for our client families.
  • Daily account administration, including tracking dates and deadlines, client outreach, processing and documenting deposit and disbursement transactions, and handling client service administrative matters.
  • Gathering, and organizing financial, entity, tax, and estate planning information / documents.
  • Serving as a liaison to external attorneys, CPAs, and other advisors / vendors on behalf of the client team.
  • Developing specialized knowledge investment and trust software, including Axys and TrustRite.
  • Understanding legal and compliance requirements.


Skills and/or Experience -


  • Bachelor's degree or prior experience in a trust company or exposure to banking, investment, financial planning, tax consulting, or estate planning disciplines.
  • Demonstrated work experience in a customer service role.
  • Acceptable results on background tests.


Successful performance in this position will also require:

  • Attention to detail, aptitude for processing transactions.
  • Well-developed critical thinking, deductive reasoning, and problem-solving skills.
  • An affinity for researching unique questions, often of a legal or financial nature.
  • Polished written and oral communication skills.
  • Effective time management skills and ability to manage multiple priorities and cross-functional teams.
  • An aptitude for working collaboratively and efficiently with a wide range of external stakeholders, professional service providers, and vendors.
  • Self-motivation with a strong sense of accountability.
  • An ability to adapt to changing situations and resolve challenging issues calmly and effectively.
  • Sensitivity to maintaining confidentiality.


Pay range and compensation package - Sentinel Trust offers competitive compensation, including a bonus program and profit-sharing program. We provide a generous paid time off program. The health benefits are comprehensive, with low out of pocket costs, an expansive network of doctors, and company-paid premiums for employee coverage. Other major benefits include a 401(k) plan with sophisticated investment options and a generous match. Employees are encouraged to be lifelong learners. Participation in our tuition reimbursement program offers full reimbursement of expenses for the attainment of a job-related undergraduate degree or professional designation. The list goes on, including a variety of social events, professional networking opportunities, and any number of ways to thrive. At Sentinel Trust, together, families prosper.



Equal Opportunity Statement - Sentinel Trust Company is an equal opportunity employer. we celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.

  • Client Services Associate

    3 days ago

    Houston, United States GemHarvest Executive Recruiting Full time

    Client Service Associate Boutique Wealth Management Firm The Woodlands, TX Overview Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high...

  • Client Services Associate

    3 days ago

    Houston, United States GemHarvest Executive Recruiting Full time

    Client Service AssociateBoutique Wealth Management FirmThe Woodlands, TXOverviewIndependent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net...

  • Client Services Associate

    3 days ago

    Houston, United States Robert Half Full time

    Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our client's team, handling customer relations, managing financial data, and ensuring the smooth operation of their services. This role is situated within the wealth management...

  • Client Services Associate

    3 days ago

    Houston, United States Robert Half Full time

    Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our client's team, handling customer relations, managing financial data, and ensuring the smooth operation of their services. This role is situated within the wealth management...

  • Licensed Client Services Associate

    3 days ago

    Houston, United States Robert Half Full time

    Job DescriptionJob DescriptionOur client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our services. This role is situated within the wealth...

  • Senior Client Service Associate

    1 week ago

    Houston, United States Cadence Bank Full time

    Works with clients to open and service portfolio accounts per request of the Wealth Advisors Attends meetings with clients as needed Team Responsibilities Serves as a strong example for the CS Team, setting a high standard for proactive client and pr Client Service, Associate, Wealth Advisor, Service, Senior, Practice, Retail, Banking

  • Registered Client Service Associate-Houston, TX

    2 days ago

    Houston, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Registered Client Service Associate-Houston, TX

    3 days ago

    Houston, United States Raymond James Financial Incorporated Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Client Service Specialist

    1 week ago

    Houston, United States Rise Association Management Group Full time

    Company Vision RISE Association Management Group is the best-in-class provider of property services for Texas homeowners' associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build...

  • Associate Client Advocate

    3 days ago

    Houston, United States WTW inc. Full time

    Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This...

  • Client Communication Associate

    16 hours ago

    Houston, Texas, United States The Cole Group Full time

    Key Responsibilities:We are looking for a highly organized individual to fill the role of Client Communication Associate. The ideal candidate will have strong customer service skills and be able to work independently in a fast-paced environment.Answer incoming calls and conduct telephone interviews with applicantsEscalate critical issues to the appropriate...

  • Client Service Specialist

    3 days ago

    Houston, United States Rise Association Management Group Full time

    Company Vision RISE Association Management Group is the best-in-class provider of property services for Texas homeowners' associations. Our core purpose is to be of service to great communities and the people who lead them. We accomplish this through our passionate, kind, and solution-oriented team members who partner with our community leaders to build...

  • Client Service Specialist

    7 days ago

    Houston, Texas, United States BankTalent HQ Full time

    Overview:BANKTALENT HQ is at the forefront of banking, focusing on people and culture as the foundation for success. To deliver exceptional service to our clients, we require a diverse team with varied backgrounds and experiences.We are seeking a dynamic individual to join our team as a Client Service Associate (Teller) at our Steeplechase Banking Center in...

  • Insurance Client Service Specialist

    7 days ago

    Houston, Texas, United States Brady, Chapman, Holland & Associates, Inc Full time

    Job SummaryBrady, Chapman, Holland & Associates, Inc is seeking a highly motivated Commercial Insurance Account Manager to join our team. As a Commercial Insurance Account Manager, you will be responsible for managing client relationships, overseeing the renewal process, and providing exceptional service to our clients. This role requires a strong...

  • Client Services Manager

    3 days ago

    Houston, United States LVI Associates Full time

    Are you a client-focused professional with a passion for water and wastewater engineering? We are looking for a Client Service Manager to lead and manage engineering projects in the Houston region. In this role, you will play a key part in driving growth, managing client relationships, and overseeing the planning, design, and construction of complex water...

  • Client Services Manager

    3 days ago

    Houston, United States LVI Associates Full time

    Are you a client-focused professional with a passion for water and wastewater engineering? We are looking for a Client Service Manager to lead and manage engineering projects in the Houston region. In this role, you will play a key part in driving growth, managing client relationships, and overseeing the planning, design, and construction of complex water...

  • Senior Tax Associate

    2 days ago

    Houston, United States Andersen Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

  • Client Service Representative

    2 days ago

    Houston, United States Houston Consumer Connect Full time

    Job DescriptionJob DescriptionAt our firm, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the...

  • Client Service Representative

    16 hours ago

    Houston, United States Houston Consumer Connect Full time

    Job DescriptionJob DescriptionAt our firm, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved the...

  • Financial Services Associate

    7 days ago

    Houston, Texas, United States Raymond James Financial Incorporated Full time

    As a Client Service Associate at Raymond James, you will play a vital role in providing exceptional support to our financial advisors and their clients. This dynamic position requires a motivated, detail-oriented individual who can excel in a fast-paced environment.Key ResponsibilitiesManage client interactions, including phone calls, emails, and in-person...