Client Service Associate
About The Position
The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and wealth advisory relationships across Private Wealth. Candidates with prior trust client service and trust support experience will be especially well-positioned for success. We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and foster an inclusive work environment built on trust, accountability, and mutual respect. We collaborate openly, value diverse perspectives, recognize quality work, and pursue excellence in everything we do.
Requirements
- Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.
Nice To Haves
- Experience supporting Trust Officers, trust clients, or fiduciary relationships preferred.
- Experience in a trust, private wealth, banking, or wealth management environment.
- Experience working directly with high net worth clients.
- Experience coordinating client service requests, account maintenance activities, and operational support functions.
- Ability to manage multiple priorities while delivering a high level of client service.
Responsibilities
- Serve as the primary point of contact for high net worth clients, delivering exceptional service and helping resolve a wide range of client needs.
- Build strong relationships with clients and partner closely with Private Bankers, Trust Officers, and Wealth Advisors to support the delivery of Private Wealth services.
- Partner closely with Trust Officers and clients to support trust relationship servicing, account maintenance activities, client requests, and ongoing relationship needs.
- Research and resolve client inquiries, coordinate service requests, and communicate solutions in a timely and professional manner.
- Support trust, banking, and wealth advisory relationships through account servicing activities including account openings, closings, transfers, cash movement, distributions, and other client service requests.
- Collaborate with internal partners to ensure account activity is processed accurately and efficiently while helping deliver a best-in-class client experience.
- Identify opportunities to improve processes and contribute to a collaborative team environment focused on exceptional client service.
Benefits
- Excellent training and development to support building long term careers of employees.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
