Senior Trust & Relationship Specialist

924 CBT Capital Bank and Trust Co; Kansas; Hybrid; USD 80,000 - 128,000; Full time

Benefits offered by this job

2-for-1 matching gifts

Annual charitable grants

On-demand professional development

Flexible work options

Health benefits

Company retirement contribution (15%)

Job summary

Capital Group seeks a proactive Relationship Specialist to join the Trust Relationship team. You will manage client relationships across cash management, distributions, asset allocation, and account inquiries, coordinating with internal and external teams to onboard new accounts.

The role emphasizes building rapport with clients and intermediaries, serving as the client advocate, and supporting the PWA business plan. Opportunity for flexible work and strong retirement benefits are offered.

Responsibilities

• Coordinate client relationships from prospecting/marketing to client management and account inquiries.
• Onboard new account relationships by collecting information, documentation and approvals.

Job description

Capital Group seeks a proactive Relationship Specialist to join the Trust Relationship team. You will manage client relationships across cash management, distributions, asset allocation, and account inquiries, coordinating with internal and external teams to onboard new accounts.

The role emphasizes building rapport with clients and intermediaries, serving as the client advocate, and supporting the PWA business plan. Opportunity for flexible work and strong retirement benefits are offered.