Senior Trust Operations & Client Services Associate

Blue Trust, Inc.; Columbus (GA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Blue Trust, Inc. is seeking a Senior Client Service Associate to support Trust Administration within Personal Trust Services. You will review and process operations, perform trust accounting tasks, and ensure timely transactions in line with procedures.

The role may be based in Columbus, GA or Nashville, TN, and requires strong client service and accounting capabilities to assist in meeting client goals with high quality service.

Qualifications

• Bachelor's degree or equivalent experience is strongly preferred.
• 3-5 years of trust or securities experience required.
• Familiarity with trust and securities terminology and accounting methods.

Responsibilities

• Supports Trust Advisors administratively in client service delivery.
• Open/close assigned accounts, with funding and CIP compliance.
• Reconciles transfers, fees, securities, and asset transfers.
• Coordinates production and delivery of client statements and tax info.
• Processes securities and cash transactions with minimal assistance.
• Uses the Trust accounting system to manage account data.
• Maintains high compliance with policies and procedures.

Skills

Strong communication

Attention to detail

Analytical skills

Problem-solving

Teamwork

Proactive planning

Maturity and integrity

Microsoft Office

Education

Bachelor's degree or equivalent experience

3-5 years of trust/securities experience

Tools

Microsoft Excel

Trust accounting systems

Job description

Blue Trust, Inc. is seeking a Senior Client Service Associate to support Trust Administration within Personal Trust Services. You will review and process operations, perform trust accounting tasks, and ensure timely transactions in line with procedures.

The role may be based in Columbus, GA or Nashville, TN, and requires strong client service and accounting capabilities to assist in meeting client goals with high quality service.