Trust & Wealth Associate: Client Solutions

Jobtailor; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

FNBO seeks a Trust/Wealth Management professional to support client relationships, respond to inquiries, and manage trust document transactions. The role emphasizes collaboration, accurate documentation, and compliance with BSA/AML policies. Strong communication with clients and internal teams is essential.

Ideal candidates have a Bachelor’s degree and knowledge of financial concepts related to investments, insurance, and estates, with CTFA preferred and sponsorship not required.

Qualifications

• Bachelor's degree in a related field.
• Understanding financial concepts related to investments, insurance, taxes, and estates.
• Ability to work collaboratively within a team.
• Effective written and verbal communication per FNBO policies.
• Demonstrated detail orientation and multitask priorities.
• Strong analytical and decision-making skills.
• Experience in Trust or Wealth Management (preferred).
• CTFA Certification (preferred).
• Unrestricted work authorization; sponsorship not required.

Responsibilities

• Provide ongoing customer relationship management support to retain accounts and expand client relationships.
• Research, resolve and respond to clients’ inquiries/issues in a timely and professional manner.
• Ask the right questions and listen to customers to understand their needs or issues.
• Assist with projects and general office duties as assigned.
• Understand and contribute to customer experience and communications with centers of influence (e.g., accountants and attorneys).
• Read and interpret Trust documents to manage opening, funding, closing and transferring processes.
• Prepare and maintain forms and documentation with approvals from Trust Advisor.

Skills

Customer Relationship Management

Analytical skills

Communication skills

Team collaboration

Decision making

Education

Bachelor's degree

Tools

Trust Desk

Wealth and Trust Platform Systems

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

FNBO seeks a Trust/Wealth Management professional to support client relationships, respond to inquiries, and manage trust document transactions. The role emphasizes collaboration, accurate documentation, and compliance with BSA/AML policies. Strong communication with clients and internal teams is essential.

Ideal candidates have a Bachelor’s degree and knowledge of financial concepts related to investments, insurance, and estates, with CTFA preferred and sponsorship not required.