Trust Client Services Associate

Stock Yards Bank & Trust • Louisville, KY

62d • Onsite

About The Position

Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.

Requirements

• High School Diploma or GED Equivalent; BA/BS preferred
• 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

Nice To Haves

• 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

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
• Flexible Savings 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees