What are the responsibilities and job description for the TRUST CLIENT SERVICES ASSOCIATE position at Careers at Stock Yards Bank & Trust Co.?
As a Trust Client Services Associate, your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
- Effectively communicate with internal and external clients, verbally and in writing
- Draft client communications with guidance from Advisor
- Prepare presentations for existing clients
- Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
- Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
- Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
- Maintain service standard activities, COI activities, and other required calling activities
- Provide office coverage and support in emergency situations
- Perform other duties as assigned
Job Requirements
The successful candidate will have the following qualifications:
- Proficient computer application skills in word processing and spreadsheets (Word, Excel)
- Self-motivated and dependable
- Ability to learn trust system and new technology
- Independent decision making ability within limits set by the Wealth Management & Trust Department
- Professional communication skills, both written and verbal, with all levels of personnel and clients
- Professional grammar, spelling and business writing skills
- Ability to develop and implement problem solving skills
- Ability to prioritize and organize work
- Ability to function independently in a multi-task environment, as well as part of a team
- Ability to maintain confidentiality
- Must be detail oriented
- Professional appearance and demeanor
- Knowledge of investment, fiduciary, and estate planning concepts is a plus
- Work experience in a trust department or related field is a plus
Benefits
- 401(k) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer / Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Bank paid Life / AD& D insurance
- Voluntary Life / AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
