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Client Services Associate in Trust Management

2 months ago

Louisville, Kentucky, United States Stock Yards Bank and Trust Full time
Job Overview

As a Client Services Associate in Trust Management, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients with their account management and operational needs. Your strong communication abilities and trust experience will be essential in fostering a professional atmosphere that encourages continuous skill enhancement and career progression within the banking sector.

Key Responsibilities

Your daily activities will encompass, but are not limited to, the following:

  • Communicate effectively with both internal and external clients, utilizing both verbal and written formats.
  • Draft client correspondence under the guidance of Advisors.
  • Prepare and present materials for current clients.
  • Proactively anticipate the needs of clients and Advisors, addressing issues with appropriate guidance.
  • Manage accounts from initiation to closure, promptly notifying Advisors of significant changes or concerns.
  • Assist Advisors in conducting annual client reviews and resolving account discrepancies with their support.
  • Uphold service standards, including COI activities and other essential outreach efforts.
  • Provide office support during emergency situations.
  • Perform additional duties as assigned.

Qualifications

The ideal candidate will possess the following skills and attributes:

  • Proficient in computer applications, particularly in word processing and spreadsheets (Word, Excel).
  • Self-driven and reliable.
  • Ability to learn new trust systems and technologies.
  • Capable of making independent decisions within the framework established by the Wealth Management & Trust Department.
  • Excellent professional communication skills, both written and verbal, across all levels of personnel and clients.
  • Strong command of grammar, spelling, and business writing conventions.
  • Proficient in developing and applying problem-solving techniques.
  • Ability to prioritize tasks and organize workload effectively.
  • Capable of functioning independently in a multi-tasking environment, as well as collaborating within a team.
  • Commitment to maintaining confidentiality.
  • Detail-oriented with a professional demeanor.
  • Familiarity with investment, fiduciary, and estate planning concepts is advantageous.
  • Previous experience in a trust department or related field is beneficial.

Benefits Offered

  • 401(k) plan with company matching up to 6%.
  • Employee Stock Ownership Plan (ESOP) match.
  • Comprehensive medical, dental, and vision insurance.
  • Cancer and disease insurance options.
  • Accident insurance coverage.
  • Flexible Spending Accounts (FSA).
  • Health Savings Accounts (HSA).
  • Bank-paid Life and AD&D insurance.
  • Voluntary Life and AD&D insurance options.
  • Short-Term and Long-Term Disability insurance provided by the bank.
  • Employee Stock Purchase Plan.
  • Access to an Employee Assistance Program.

Physical Requirements

The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

This position primarily involves sitting, with limited walking and standing. The employee must be able to see, hear, speak, grasp paperwork, and type. All work is conducted indoors during regular working hours, with a moderate noise level in the work environment.