Trust Client Services Associate

Stock Yards Bank & Trust • Louisville, KY

5d • Onsite

About The Position

Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies.

Requirements

• High School Diploma or GED Equivalent
• 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
• Must be able to see, hear, speak, grasp paperwork, and type.

Nice To Haves

• BA/BS preferred
• Knowledge of investment, fiduciary, and estate planning concepts is a plus
• Work experience in a trust department or related field is a plus

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED