Trust Client Services Associate

1 week ago

Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Job Title: Trust Client Services Associate

At Stock Yards Bank and Trust, we are seeking a highly skilled and detail-oriented Trust Client Services Associate to join our team. As a Trust Client Services Associate, you will play a critical role in providing exceptional service to our clients and advisors, ensuring seamless account management and resolution of issues.

Key Responsibilities:

  • Communicate effectively with internal and external clients, verbally and in writing, to provide timely and accurate information.
  • Draft client communications with guidance from advisors, ensuring clear and concise messaging.
  • Prepare presentations for existing clients, highlighting key account information and investment opportunities.
  • Anticipate client and advisor needs, resolving issues promptly and efficiently.
  • Maintain accounts from setup to closure, alerting advisors to important changes or issues.
  • Assist advisors with required client annual reviews and clearing exceptions on accounts.
  • Maintain service standard activities, COI activities, and other required calling activities.
  • Provide office coverage and support in emergency situations.

Requirements:

  • Proficient computer application skills in word processing and spreadsheets (Word, Excel).
  • Self-motivated and dependable, with the ability to learn trust systems and new technology.
  • Independent decision-making ability within limits set by the Wealth Management & Trust Department.
  • Professional communication skills, both written and verbal, with all levels of personnel and clients.
  • Professional grammar, spelling, and business writing skills.
  • Ability to develop and implement problem-solving skills.
  • Ability to prioritize and organize work.
  • Ability to function independently in a multi-task environment, as well as part of a team.
  • Ability to maintain confidentiality.
  • Must be detail-oriented.
  • Professional appearance and demeanor.
  • Knowledge of investment, fiduciary, and estate planning concepts is a plus.
  • Work experience in a trust department or related field is a plus.

Benefits:

  • 401(k) with a company match of up to 6%.
  • ESOP employer match.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Cancer / Disease insurance.
  • Accident insurance.
  • Flexible Spending Accounts.
  • Health Savings Accounts.
  • Bank paid Life / AD&D insurance.
  • Voluntary Life / AD&D insurance.
  • Bank paid Short-Term and Long-Term Disability insurance.
  • Employee Stock Purchase Plan.
  • Employee Assistance Program.

Physical Requirements:

This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

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