Trust Client Services Associate

Stock Yards Bank & Trust•Louisville, KY

2d•Onsite

About The Position

The Trust Client Services Associate provides operational and administrative support to Wealth and Investment Advisors, managing daily account activity, client communications, and selected research and committee functions. The position supports high-net-worth client relationships and is expected to uphold the professional and fiduciary standards of the Wealth Management & Trust Department. It also supports the Bank’s mission, vision, and philosophy, follows organizational policies and procedures, and helps maintain compliance with regulatory agencies. The role is based in an office environment and operates Monday through Friday for 40 hours per week. Start and end times may vary. The position is primarily sedentary and requires regular computer use, communication with clients and colleagues, and occasional movement and light lifting.

Requirements

High school diploma or GED equivalent required.
Working knowledge of trust and investment account operations, including cash management, account administration, and asset transfers.
Foundational understanding of investment, fiduciary, and estate planning concepts sufficient to support research and committee functions.
Superior written and verbal communication skills, including professional grammar and business writing ability.
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, and ability to learn proprietary trust and portfolio systems.
Strong organizational skills and ability to manage multiple Advisor relationships and competing deadlines independently and as part of a team.
Sound independent decision-making within limits established by the Wealth Management & Trust Department.
Discretion, accuracy, and a professional demeanor when handling confidential client and account information.

Nice To Haves

Bachelor’s degree.
Prior experience in trust, wealth management, or financial services operations.
Knowledge of fiduciary, estate planning, or investment concepts.

Responsibilities

Serve as the primary operational point of contact for multiple Wealth and Investment Advisors, coordinating daily workflow and prioritizing time-sensitive client requests.
Process and monitor account transactions, including bill payments, cash and asset movements, and wire or ACH transfers, ensuring accuracy and timely execution.
Administer account opening, funding, maintenance, and closing in accordance with trust policy and regulatory requirements.
Communicate professionally and responsively with internal colleagues, clients, and external contacts, both verbally and in writing.
Draft client correspondence and prepare presentation materials under Advisor direction.
Anticipate Advisor and client needs and resolve routine issues independently within established authority.
Maintain compliance with account review cycles, exception clearing, and required recordkeeping and documentation standards.
Safeguard client confidentiality and data integrity across account-related activity.
Provide office coverage and support during emergency or peak-volume situations.
Perform other duties as assigned.
Support the Bank’s mission, vision, and philosophy; comply with organizational policies and procedures; and support functions that maintain regulatory compliance.