Trust Services Coordinator - Client & Account Support

Associated Bank - Corp; Green Bay (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Associated Bank in Green Bay, Wisconsin is seeking a Personal Trust Assistant to support Relationship Managers and management in daily account administration for personal trust and agency relationships. You will maintain client accounts, monitor activity, respond to inquiries, and help coordinate with internal partners to provide superior service.

You will also coordinate daily client activity, oversee transactions, document services, obtain required documentation, and assist in developing

Responsibilities

• Coordinate all aspects of daily account administration for personal trust and agency clients. Monitor situations to ensure prompt action and interact with Relationship Managers to coordinate daily client activity, oversee transaction processing, document services provided, handle inquiry resolutions, and obtain appropriate documentation.
• Work with Relationship Managers and internal partners to develop additional business, prepare client presentations, and coordinate with internal partners to ensure adherence to standards and regulatory requirements.

Job description

Associated Bank in Green Bay, Wisconsin is seeking a Personal Trust Assistant to support Relationship Managers and management in daily account administration for personal trust and agency relationships. You will maintain client accounts, monitor activity, respond to inquiries, and help coordinate with internal partners to provide superior service.

You will also coordinate daily client activity, oversee transactions, document services, obtain required documentation, and assist in developing