Senior Trust Services Associate: Client Advisory & Admin

Bank of America; Nashville (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in Nashville seeks an administrative professional to support fiduciary and trust client relationships, acting as a product expert and primary contact for servicing accounts.

The role emphasizes identifying opportunities for expanded Private Bank capabilities, coordinating with Fiduciary Services and Trust Operations, and delivering accurate, compliant client support.

Requires at least 4 years in financial services, trust administration preferred, and a BS/BA is desirable.

Qualifications

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
• Trust administration experience desired
• BS/BA degree in Business, Finance, Economics or Law desired

Responsibilities

• Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions
• Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates
• Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client’s current book of business, while assisting other service associates as needed
• Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups
• Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts

Skills

Active Listening

Adaptability

Attention to Detail

Emotional Intelligence

Prioritization

Collaboration

Critical Thinking

Decision Making

Oral Communications

Written Communications

Drives Engagement

Innovative Thinking

Mentoring

Networking

Problem Solving

Education

Bachelor's degree in Business, Finance, Economics or Law

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Nashville seeks an administrative professional to support fiduciary and trust client relationships, acting as a product expert and primary contact for servicing accounts.

The role emphasizes identifying opportunities for expanded Private Bank capabilities, coordinating with Fiduciary Services and Trust Operations, and delivering accurate, compliant client support.

Requires at least 4 years in financial services, trust administration preferred, and a BS/BA is desirable.