Trust & Wealth Client Service Associate - McAllen, TX

TRB Bank • McAllen, TX

20h • Onsite

About The Position

The Trust & Wealth Client Service Associate supports core operations for the Trust and Wealth Management Division and has primary responsibility for assisting the department in all phases of account/relationship servicing, fulfillment and/or administration. This role must demonstrate proactive and disciplined customer service for relevant constituencies (our clients, trust officers, investment advisors and executive staff) contributing positively to a collaborative and efficient culture.

Requirements

• Bachelor's Degree or equivalent work experience.
• 2-5 years of experience in a client service role, ideally in financial services.
• General knowledge of investment products.
• Highly effective written and oral communication skills.
• Strong analytical, problem solving and organizational skills with keen attention to detail.
• Ability to work well with a team and represent the culture of the firm.
• Team player with a high level of energy, enthusiasm
• Natural self-starter and has a proactive posture towards progress and innovation
• Unimpeachable integrity and can be trusted to maintain confidential information.
• Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
• Must be able to be physically present in the Bank to perform job duties.

Nice To Haves

• Experience in trust, estate administration or life insurance policies is a plus (but not required)
• Trust accounting platform experience a plus but not required.

Responsibilities

• Enhance the client experience by providing exceptional client service.
• Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) daily. Responds to their requests and works with them to resolve issues and meet their needs.
• Utilize the Black Diamond, Salentica and InnoTrust platforms for administrative services, account maintenance, and the creation of internal and client facing reporting.
• Work closely with our third-party outsourced providers for trust back-office operations.
• Execute and track to settlement securities transactions at our custodians at the direction of assigned investment professionals.
• Manage asset transfers and prepare TOA reports for advisors.
• Remedy “Not In Good Order” issues at our custodians.
• Prepare documents and presentations.
• Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion.
• Prepare applications; account pre-acceptance; account acceptance and related forms for signature.
• Gather information and prepare agenda for various meetings and committees.
• Document and maintain procedures and process flows.
• Complete special projects as requested.
• Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

Benefits

• We have a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• We offer a compelling career working side by side with the best in the business.
• We provide support & flexibility for you to grow and be your best at work, at home, and in the community.
• Texas Regional Bank is an Equal Opportunity Employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees