Client Service Associate

5 days ago

Houston, United States Sentinel Trust Company, LBA Full time

Are you driven to serve, continuously learn, solve unique problems, and work at a multi-disciplinary and team-oriented company? If so, Sentinel Trust may be the place for you. This opportunity is an addition to staff in response to continued client growth.


About the Company - Sentinel Trust Company works with approximately 45 high net worth client families across the United States, with over $7.0 billion in assets under our management. We are a multi-family office and trust company honored to serve a diverse group of families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. Our philosophy is simple: to provide a deeply personal level of service to our clients based on knowing their hopes, expectations, challenges, and goals. We become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We don't sell products or provide one-size-fits-all solutions. Instead, our team of dedicated professionals build customized solutions across a full range of investment, family office and fiduciary services.


About the Role - The Client Service Associate partners daily with a Senior Relationship Officer to provide hands-on work supporting the delivery of high-quality family office, investment advisory, and fiduciary administration services for a portfolio of client families. The client service team serves as the primary point of contact for our clients. The role affords the opportunity to learn about the financial industry.


Responsibilities


  • Trust administration, such as preparing documentation to support discretionary distributions and other discretionary decision-making.
  • Coordinating the opening, closing, or conversion of accounts for our client families.
  • Daily account administration, including tracking dates and deadlines, client outreach, processing and documenting deposit and disbursement transactions, and handling client service administrative matters.
  • Gathering, and organizing financial, entity, tax, and estate planning information / documents.
  • Serving as a liaison to external attorneys, CPAs, and other advisors / vendors on behalf of the client team.
  • Developing specialized knowledge investment and trust software, including Axys and TrustRite.
  • Understanding legal and compliance requirements.


Skills and/or Experience -


  • Bachelor's degree or prior experience in a trust company or exposure to banking, investment, financial planning, tax consulting, or estate planning disciplines.
  • Demonstrated work experience in a customer service role.
  • Acceptable results on background tests.


Successful performance in this position will also require:

  • Attention to detail, aptitude for processing transactions.
  • Well-developed critical thinking, deductive reasoning, and problem-solving skills.
  • An affinity for researching unique questions, often of a legal or financial nature.
  • Polished written and oral communication skills.
  • Effective time management skills and ability to manage multiple priorities and cross-functional teams.
  • An aptitude for working collaboratively and efficiently with a wide range of external stakeholders, professional service providers, and vendors.
  • Self-motivation with a strong sense of accountability.
  • An ability to adapt to changing situations and resolve challenging issues calmly and effectively.
  • Sensitivity to maintaining confidentiality.


Pay range and compensation package - Sentinel Trust offers competitive compensation, including a bonus program and profit-sharing program. We provide a generous paid time off program. The health benefits are comprehensive, with low out of pocket costs, an expansive network of doctors, and company-paid premiums for employee coverage. Other major benefits include a 401(k) plan with sophisticated investment options and a generous match. Employees are encouraged to be lifelong learners. Participation in our tuition reimbursement program offers full reimbursement of expenses for the attainment of a job-related undergraduate degree or professional designation. The list goes on, including a variety of social events, professional networking opportunities, and any number of ways to thrive. At Sentinel Trust, together, families prosper.



Equal Opportunity Statement - Sentinel Trust Company is an equal opportunity employer. we celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.

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