Relationship Manager
4 weeks ago
Position: Trust & Financial Services Associate:
Sabal Trust Company, Florida's largest employee-owned trust company, is seeking an investment professional to join our relationship management team located in The Villages, FL. Each team works directly with clients and is responsible for ensuring that needs are met, and service is delivered at the highest level. Teams are comprised of investment personnel and support staff as well as fiduciary, trust administrators. Each team works together to meet company sales goals.
Job Summary:
Primary responsibility will be to support the team by performing daily account activities, fulfilling client needs, and organizing information for ease of retrieval. Works to provide wealth management and trust administration services that exceed expectations.
Essential Duties and Responsibilities:
- Assists all members of the team to exceed the needs and expectations of clients.
- Performs activities within accounts.
- Maintain, update, and organize client information.
- Provides support during the sales process relating to new business.
- Communicate directly with clients and centers of influence.
- Responds to client and colleague requests timely.
Knowledge and Skills Required:
- Minimum 3 years of experience with a trust company or investment management/brokerage firm.
- High school diploma is required; college degree is preferred.
- Excellent computer skills with proficiency in Microsoft Office software.
- Strong client relationship management skills.
- Good communication skills and ability to handle multiple tasks.
- Credit and background screening required.
The position offers a competitive salary, bonus potential and a comprehensive benefits package.
Company DescriptionAt Sabal Trust Company, we take the long view on client wealth and prosperity. Protecting our clients' interests, while growing and preserving assets for future generations, is of paramount importance.As the largest, employee-owned trust company in Florida, Sabal Trust has been providing trusted wealth advice to affluent individuals and families throughout the state for over 30 years. Our professional and dedicated advisors provide customized investment management, trust and IRA services and estate settlement for individuals, corporations and nonprofits.
We work to preserve the life and legacy our clients work so hard to build. Our strategic and measured approach to investment management means they'll enjoy the continued freedom to focus on family, philanthropy and everything else that is important in their world.
Your Life. Your Legacy.Company DescriptionAt Sabal Trust Company, we take the long view on client wealth and prosperity. Protecting our clients' interests, while growing and preserving assets for future generations, is of paramount importance.\r
\r
As the largest, employee-owned trust company in Florida, Sabal Trust has been providing trusted wealth advice to affluent individuals and families throughout the state for over 30 years. Our professional and dedicated advisors provide customized investment management, trust and IRA services and estate settlement for individuals, corporations and nonprofits.\r
\r
We work to preserve the life and legacy our clients work so hard to build. Our strategic and measured approach to investment management means they'll enjoy the continued freedom to focus on family, philanthropy and everything else that is important in their world.\r
\r
Your Life. Your Legacy.
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