Private Client Trust Associate

6 days 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 Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our clients and ensuring the smooth administration of their trust and estate accounts.

Key Responsibilities
  • Trust Administration: Work closely with Senior Trust Officers and Trust Officers to ensure proper trust and estate administration in accordance with account documentation, applicable law, and Citizens' policies and procedures.
  • Account Maintenance: Perform trust and estate account maintenance, enter transactions, process remittances, and distributions, and support Senior Trust Officers' and Trust Officers' requests for account services.
  • New Client Onboarding: Responsible for onboarding new client relationships, new account applications, and Anti-Money Laundering (AML) requirements.
  • Client Requests: Process client requests related to all aspects of trust and estate administration, promoting a client-focused experience for trust grantors, beneficiaries, and their advisors.
  • Documentation and Reporting: Prepare documentation and related information for submission to Citizens' governance committees and management reviews.
  • Client Relationship Development: Support the expansion of client relationships through delivery of Citizens' services and capabilities.
  • Project Support: Support various projects and initiatives for the enhancement of the client service experience.
Requirements
  • Experience: 3+ years in financial services, hospitality, or service industry experience.
  • Education: College-level study or equivalent.
Preferred Qualifications
  • Bachelor's Degree: Preferred.
  • Trust Service Experience: Trust service, wealth management, and/or paralegal experience.
Work Schedule
  • Hours per Week: 40.
  • Work Schedule: Monday to Friday.


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