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Trust Client Service Associate

2 months ago

JOHNSTON, United States Citizens Full time
About the Role

Citizens Private Bank is seeking a highly skilled Trust Client Service Associate to join our team. As a key member of our client-facing trust and estate team, you will be responsible for providing exceptional service to our Citizens Private Client (CPW) trust and estate clients.

Key Responsibilities
  • Work closely with Senior Trust Officers (STOs) and Trust Officers (TOs) to ensure proper trust and/or estate administration in accordance with account documentation, applicable law, and CPW policies and procedures.
  • Perform trust and estate account maintenance, enter transactions, process remittances, and distributions, and support STOs/TOs requests for account services for beneficiaries and client account advisors.
  • Responsible for on-boarding new client relationships, new account applications, and Anti-Money Laundering (AML) requirements.
  • Process client requests related to all aspects of the trust and/or estate administration and promote a client-focused experience for trust grantors, beneficiaries, and their advisors.
  • Prepare documentation and related information for submission to CPW governance committees and management reviews.
  • Support the expansion of client relationships through delivery of the complete set of the bank's services and capabilities.
  • Support various CPW projects and initiatives for the enhancement of the client service experience.
Requirements
  • 3+ years of experience in financial services, hospitality, or a related industry.
  • College-level study or equivalent.
Preferred Qualifications
  • Bachelor's degree preferred.
  • Trust service, wealth management, and/or paralegal experience.
Work Environment
  • 40 hours per week.
  • Monday to Friday work schedule.