Trust Client Services Associate

Stock Yards Bank & Trust • Louisville, KY

3d • Onsite

About The Position

The Trust Client Services Associate provides dedicated operational and administrative support to a team of Wealth and Investment Advisors. The role manages day-to-day account activity, client communications, and selected research and committee functions, supporting high-net-worth client relationships with precision, discretion, and sound judgment. The associate is expected to uphold the professional and fiduciary standards of the Wealth Management & Trust Department.

The position supports the Bank’s mission, vision, and philosophy; follows organizational policies and procedures; and supports functions that maintain compliance with regulatory agencies. It operates Monday through Friday for 40 hours per week, with start and end times that may vary.

Requirements

• High school diploma or GED equivalent required.
• Working knowledge of trust and investment account operations, including cash management, account administration, and asset transfers.
• 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.
• Consistent discretion, accuracy, and professional demeanor when handling confidential client and account information.

Nice To Haves

• Bachelor’s degree preferred.
• Prior experience in trust, wealth management, or financial services operations.
• Knowledge of fiduciary, estate planning, or investment concepts.
• Foundational understanding of investment, fiduciary, and estate planning concepts sufficient to support research and committee functions.

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 daily account transactions, including bill payments, cash and asset movements, and wire/ACH transfers, ensuring accuracy and timely execution.
• Administer the account lifecycle, including 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 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.
• Support the Bank’s mission, vision, and philosophy and comply with organizational policies and procedures.
• Support functions that maintain compliance with regulatory agencies.
• 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