Trust Client Service Specialist-1

Works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLAs. Service is provided by phone without in-person client contact or direct client alignment.

Responsibilities

• Participates in a variety of centralized operational trust activities including processing moderately complex to complex transactions or reconciliations and ensuring that all requirements to open, fund, maintain, and close an account have been met.
• Acts as a mentor and resource for junior team members providing guidance and support as needed.
• Updates Trust accounts designed to achieve the financial objectives of individual clients through a variety of activities associated with the opening, funding, and ongoing account maintenance.
• Reviews, prepares, and processes account terminations.
• Assists advisors with other key partners, prioritizing those actions that enable quality client interaction.
• May communicate advice to clients as directed by leaders or Sr. Trust Administrators; understands the nuances of managing relationships based on complexity, distance and accessibility.
• Manages and maintains accurate records and documentation related to accounts and transactions.
• Reviews, approves, and processes money movement, account opening transaction, and ensures client receipts and disbursements are properly posted.
• Manages account cash flows and account activity.
• Reviews each account to ensure that they are in compliance with laws, regulations and internal audit.

Requirements

• 3+ years of financial client service experience (required)
• 5+ years of financial client service experience (preferred)
• University degree (preferred)

Skills

• Client Relationship Management
• Commercial Mindset
• Consultative Communication
• Ethical Conduct
• Executive Presence
• Investment Strategy Acumen
• Legal Acumen
• Portfolio Management
• Tax
• Technical Writing
• Trusts

Pay

Base Pay Range: $69,800/yr - $107,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.

Benefits

The organization offers a comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones. Benefits include a superior retirement program and highly competitive health, wellness, and work life offerings that can help achieve and maintain physical, emotional, and financial well-being.