Trust & Client Services Associate – Wealth Ops

Central Bank; Clayton (MO); On-site; USD 42,000 - 64,000; Full time

Job summary

Central Trust Company in Clayton, MO is seeking an Account Associate who enjoys client service and works closely with Wealth & Trust Advisors to manage relationships, streamline operations, and deliver top-tier service. You will monitor client reviews, prepare paperwork for transactions, and support daily account activities.

The ideal candidate is an active listener, clear communicator, team-oriented, and detail driven.

Qualifications

• Experience in client services within wealth management or financial services.
• Strong organizational and multitasking abilities with attention to detail.
• Proactive communicator with a client-first mindset.

Responsibilities

• Provide administrative support to Trust, Tax and Investment Officers.
• Interact with AddVantage and Fidelity systems for client matters.
• Communicate and assist with client account needs and requests.
• Perform duties such as answering phones, handling documents, processing daily remittances.

Skills

Active listening

Communication skills

Teamwork

Tools

AddVantage trust accounting system

Fidelity custodial system

Job description

Central Trust Company in Clayton, MO is seeking an Account Associate who enjoys client service and works closely with Wealth & Trust Advisors to manage relationships, streamline operations, and deliver top-tier service. You will monitor client reviews, prepare paperwork for transactions, and support daily account activities.

The ideal candidate is an active listener, clear communicator, team-oriented, and detail driven.