TRUST CLIENT SERVICES ASSOCIATE SR. - Louisville Kentucky

Company: Stock Yards Bank & Trust
Location: Louisville, Kentucky
Posted On: 05/21/2024

As a Trust Client Services Associate Sr., your day will be filled with opportunities to provide assistance and direction to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession.

Responsibilities

Daily responsibilities include, but are not limited to, the following:

• Respond to trust and investment questions, leveraging foundational knowledge of trust, investment and/or estate planning concepts
• Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed and disbursing funds within limits of certain types of trusts.
• Effectively communicate with internal and external clients, verbally and in writing
• Draft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.
• Expertly prepare presentations for existing clients
• Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues.
• 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
• Maintain service standard activities, COI activities, and other required calling activities
• Serve as client point of contact when Advisor is out of the office
• Provide office coverage and support as needed
• Perform other duties as assigned Job Requirements
  
  The successful candidate will have the following qualifications:
  • Proficient computer application skills in word processing and spreadsheets (Word, Excel)
  • Bachelor's Degree
  • 2 years work experience in a Trust department or related field
  • Self-motivated and dependable
  • Ability to quickly learn trust system and new technology
  • Foundational knowledge of investment, fiduciary, and estate planning concepts
  • Independent decision making ability within limits set by the Wealth Management & Trust Department
  • Excellent communication skills, both written and verbal, with all levels of personnel and clients
  • Excellent grammar, spelling and business writing skills
  • Excellent problem solving skills
  • Ability to prioritize and organize heavy volumes of work
  • Ability to function independently in a multi-task environment, as well as part of a team
  • Ability to maintain confidentiality
  • Must be highly detail oriented
  • Professional appearance and demeanor 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
    • 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
      
      Physical Requirements
      
      The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
      
      This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
      
      Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
      
      The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) More...

          

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