Customer Success Representative
Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled.
About the role
As a Trust Officer Senior with Arden Trust Company, you will oversee Special Needs Trust account administration in addition to other discretionary account types. You will ensure client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.
Responsibilities
- Delegate assignments to subordinates
- Analyze organizational data
- Participate in discovery of new business opportunities
- Perform administrative reviews
- Implement strategic policies to obtain results
- Establish and assure adherence to budgets, schedules, work plans, and performance requirements
- Respond to management, auditors, and bank examiners’ inquiries as requested
- Train and develop trust administrators to confirm familiarity with accounts, processes, policies, and procedures
Requirements
- Bachelor’s degree in business administration or other related discipline or comparable combination of education/training and work experience
- Working knowledge of all types of Fiduciary relationships including management of special needs trusts
- Persuasive relationship management skills
- Leadership, organizational, and prioritization abilities
- CTFA (Certified Trust Financial Advisor) certification
Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits
- Competitive pay and benefits with a large employer (over 1,600 employees nationwide)
- 401(k) retirement plan
- Health insurance and a competitive benefits package
- Supportive, collaborative environment committed to professional excellence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses