Trust & Wealth Client Services Specialist

Texas Regional Bank; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Texas Regional Bank is seeking a Trust Associate to support Trust Administrative and Trust Sales duties within the Trust & Wealth Management Division. You will assist Trust Officers and Wealth Strategists while strengthening client relationships and ensuring service excellence.

The role requires 1+ years in client service, knowledge of investment products, and proficiency with MS Office. You will use the InnoTrust platform for administrative tasks, maintain confidential records, and prepare

Qualifications

• 1+ years in a client service role, ideally in financial services.
• Knowledge of investment products; experience in trust/estate administration is a plus.
• Trust accounting platform experience preferred.
• Bachelor's Degree or equivalent work experience.
• Strong written and oral communication skills.
• Strong analytical, problem solving and organizational skills with keen attention to detail.
• Ability to work well with a team and represent the firm’s culture.
• High energy and proactive attitude toward progress and innovation.
• Unimpeachable integrity and ability to maintain confidential information.
• Sense of urgency and timely work.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Partner with the trust team to strengthen client relationships.
• Communicate clearly with clients daily and respond to their requests.
• Utilize the InnoTrust platform for administrative services, account maintenance, and reports.
• Prepare documents and presentations as needed.
• Maintain client records and confidential information with discretion.
• Prepare applications; account pre-acceptance; acceptance forms for signature.
• Prepare administrative reviews and meeting agendas.
• Gather information and prepare agendas for meetings and committees.
• Complete special projects as requested.
• Support Trust Officers in administering trust accounts.
• Support and promote the Bank's vision, mission, and policies.
• Comply with regulations and bank policies.
• Perform other duties as assigned.

Skills

Client service

Communication

Analytical thinking

Team player

Proactive work style

Education

Bachelor's Degree or equivalent

Tools

MS Office

InnoTrust platform

Job description

Texas Regional Bank is seeking a Trust Associate to support Trust Administrative and Trust Sales duties within the Trust & Wealth Management Division. You will assist Trust Officers and Wealth Strategists while strengthening client relationships and ensuring service excellence.

The role requires 1+ years in client service, knowledge of investment products, and proficiency with MS Office. You will use the InnoTrust platform for administrative tasks, maintain confidential records, and prepare