Senior Trust Client Services Associate Team Lead

Stock Yards Bank & Trust•Louisville, KY

11h•Onsite

About The Position

Partner with and provide assistance and direction to Trust Wealth Advisors to build, solidify, and expand client relationships. Responsible for assistance to the CSA Manager in leading, training and developing the Client Service Associates team.

Requirements

Bachelor's Degree
5 years work experience in a Trust department or related field
Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Self-motivated and dependable
Ability to quickly learn trust system and new technology
Working knowledge of investment, fiduciary, and estate planning concepts
Independent decision making ability within limits set by the Wealth Management & Trust Department
Excellent communication skills, both written and verbal, with all levels of personnel and clients
Excellent grammar, spelling and business writing skills
Excellent problem solving skills
Ability to prioritize and organize heavy volumes of work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be highly detail oriented
Professional appearance and demeanor

Responsibilities

Respond to trust administration and investment questions, leveraging foundational knowledge of trust, investment and/or estate planning concepts.
Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed and disbursing funds within limits of certain types of trusts.
Effectively communicate with internal and external clients, verbally and in writing.
Draft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.
Expertly prepare presentations for existing clients.
Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues.
Maintain accounts from set up to closing through proper internal processes and procedures, appropriately alerting Advisor of important changes and/or issues.
Assist Advisors with required client annual reviews and clearing exceptions on accounts.
Maintain service standard activities, COI activities, and other required calling activities.
Serve as client point of contact when Advisor is out of the office.
Assist with communication between CSA Manager, Client Service Associates, Advisors and Trust Operations.
Assist CSA Manager with CSA training on a routine basis.
Evaluate CSA’s job functions and assist with training and development of CSA team members. Address performance issues with CSA Manager if needed.
Create an atmosphere of teamwork, consistency and positivity in workflow and atmosphere.
Report any issues to the CSA Manager of Senior Management.
Provide office coverage and support in emergency situations
Perform other duties as assigned
Assists CSA Manager in leadership and oversight of Client Service Associates Team.