Trust Client Services Associate

Stock Yards Bank & Trust; Louisville (KY); On-site; USD 52,000 - 64,000; Full time

Job summary

Stock Yards Bank & Trust is seeking a Trust Client Services Associate to support Trust Wealth Advisors and clients in managing account relationship activities and business operations. The role focuses on effective client communication, preparing client materials, and coordinating annual reviews under advisor guidance.

Key responsibilities include maintaining accounts from setup to closing, addressing issues promptly, and supporting compliance activities within a regulatory framework.

Qualifications

• High School Diploma or GED equivalent required; BA/BS preferred
• Proficient with Word and Excel applications
• Strong written and verbal communication abilities
• Ability to maintain confidentiality and work with fiduciary information
• Independent and reliable with attention to detail

Responsibilities

• Communicate effectively with internal and external clients, verbally and in writing
• Draft client communications under guidance from Advisor
• Prepare presentations for existing clients
• Anticipate client and Advisor needs and resolve issues with guidance
• Maintain accounts from setup to closing and alert Advisor of changes
• Assist Advisors with client annual reviews and account exceptions
• Maintain routine service and calling activities

Skills

Word processing

Excel

Communication skills

Attention to detail

Confidentiality

Teamwork

Professional grammar

Education

High School Diploma or GED

BA/BS preferred

Job description

Job Title: Trust Client Services Associate

FLSA Status: Exempt

Department: Trust

General Job Summary

Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.

Organizational Duties and Responsibilities:

1. Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
2. Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

• Effectively communicate with internal and external clients, verbally and in writing
• Draft client communications with guidance from Advisor
• Prepare presentations for existing clients
• Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
• 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, with guidance from Advisor
• Maintain service standard activities, COI activities, and other required calling activities

Other Functions:

• Provide office coverage and support in emergency situations
• Perform other duties as assigned

Working Conditions:

Office setting requiring sitting and standing

Minimum Job Requirements:

Education: High School Diploma or GED Equivalent; BA/BS preferred

Specific Skills:

• Proficient computer application skills in word processing and spreadsheets (Word, Excel)
• Self-motivated and dependable
• Ability to learn trust system and new technology
• Independent decision making ability within limits set by the Wealth Management & Trust Department
• Professional communication skills, both written and verbal, with all levels of personnel and clients
• Professional grammar, spelling and business writing skills
• Ability to develop and implement problem solving skills
• Ability to prioritize and organize work
• Ability to function independently in a multi-task environment, as well as part of a team
• Ability to maintain confidentiality
• Must be detail oriented
• Professional appearance and demeanor
• Knowledge of investment, fiduciary, and estate planning concepts is a plus
• Work experience in a trust department or related field is a plus

Specialized:

None

Licenses:

None

Supervisory Responsibility:

None

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.