Private Client Trust Associate
6 days ago
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.
- Experience: 3+ years in financial services, hospitality, or service industry experience.
- Education: College-level study or equivalent.
- Bachelor's Degree: Preferred.
- Trust Service Experience: Trust service, wealth management, and/or paralegal experience.
- Hours per Week: 40.
- Work Schedule: Monday to Friday.
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Trust Client Service Associate
6 days ago
JOHNSTON, United States Citizens Full timeAbout the RoleCitizens 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 ResponsibilitiesWork closely with Senior Trust Officers (STOs)...
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Trust Client Service Associate
2 weeks ago
Johnston, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
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Trust Client Service Associate
6 hours ago
Johnston, United States Citizens Financial Group, Inc. Full timeCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold Client Service, Associate, Trust, Client Relations, Service, Retail, Management
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Trust Client Service Associate
7 days ago
Johnston, United States Citizens Full timeJob DescriptionDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens...
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Trust Client Service Associate
1 week ago
JOHNSTON, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
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Trust Client Service Associate
7 days ago
Johnston, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
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Private Client Associate I
2 weeks ago
Johnston, United States Citizens Financial Group, Inc. Full timeCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold Client Associate, Private, Relationship Manager, Client Support, Associate, Client Relations
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Private Client Associate I
1 week ago
Johnston, United States Citizens Full timeJob SummaryCitizens Private Bank is seeking a highly skilled and experienced Private Client Associate I to join our team. As a key member of our Wealth Management division, you will be responsible for providing exceptional client service and support to high-net worth individuals and ultra-high net worth clients.Key ResponsibilitiesDevelop and maintain strong...
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Private Client Associate I
2 weeks ago
Johnston, United States Citizens Full timeDescription Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
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Private Client Associate I
2 weeks ago
Johnston, United States Citizens Full timeJob DescriptionDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens...
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Private Client Associate I
2 weeks ago
JOHNSTON, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
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Private Client Associate I
2 weeks ago
Johnston, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
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Private Client Associate
1 month ago
Johnston, United States Citizens Full timeJob DescriptionDescriptionPrivate Client Associates / Admin Support - (PCAs) are responsible for providing personalized, high-touch service to Private Wealth clients for day-to-day needs. Private Client Associates work with wealth advisors and investment managers to resolve client needs daily. The Private Client Associates have direct client interaction on a...
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Private Client Associate
1 month ago
JOHNSTON, United States Citizens Full timeDescriptionPrivate Client Associates / Admin Support - (PCAs) are responsible for providing personalized, high-touch service to Private Wealth clients for day-to-day needs. Private Client Associates work with wealth advisors and investment managers to resolve client needs daily. The Private Client Associates have direct client interaction on a daily basis....
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Private Client Associate
1 month ago
Johnston, United States Citizens Full timeDescriptionPrivate Client Associates / Admin Support - (PCAs) are responsible for providing personalized, high-touch service to Private Wealth clients for day-to-day needs. Private Client Associates work with wealth advisors and investment managers to resolve client needs daily. The Private Client Associates have direct client interaction on a daily basis....
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Senior Trust Operations Associate
1 week ago
Johnston, United States Citizens Financial Group, Inc. Full timeSenior Trust Operations AssociateThe Senior Trust Operations Associate acts as a vital liaison for our client-facing teams that cater to Trust, Agency, and Institutional clientele. Key responsibilities encompass the processing of federal and state tax payments, probate court accountings, client onboarding, account management, account closures,...
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Private Client Market Leader
1 month ago
JOHNSTON, United States Citizens Full timeDescriptionPrivate Client Market Leader At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens stands and grows with its clients. Within Citizens...
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Sr Trust Operations Specialist
1 week ago
JOHNSTON, United States Citizens Full timeDescription Senior Trust Ops Specialist - Client Service The Senior Trust Ops Specialist serves as a key point of contact for our client facing teams which support Trust, Agency, and Institutional clients. Primary tasks include federal and state estimate and balance due tax payment processing, probate court accountings, client on-boarding,...
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Sr Trust Operations Specialist
7 days ago
Johnston, United States Citizens Full timeJob DescriptionDescriptionSenior Trust Ops Specialist - Client ServiceThe Senior Trust Ops Specialist serves as a key point of contact for our client facing teams which support Trust, Agency, and Institutional clients. Primary tasks include federal and state estimate and balance due tax payment processing, probate court accountings, client on-boarding,...
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Sr Trust Operations Specialist
7 days ago
Johnston, United States Citizens Full timeDescription Senior Trust Ops Specialist - Client Service The Senior Trust Ops Specialist serves as a key point of contact for our client facing teams which support Trust, Agency, and Institutional clients. Primary tasks include federal and state estimate and balance due tax payment processing, probate court accountings, client on-boarding, account...