Wealth Advisory: Client Services Administrator II

Jimmy Jazz; Pikeville (KY); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Company paid Life Insurance

Paid time off and holidays

Short/Long Term Disability

401K and ESOP

Job summary

Community Trust Bank is seeking a Client Service Administrator for Wealth Advisory to support account administration and beneficiary matters in a fast-paced environment.

The role requires strong customer service skills, compliance knowledge, and proficiency with standard computer tools, with daily interactions across Operations, attorneys, and relationships officers. This position is based in Pikeville, KY, and involves regular office duties and close collaboration with finance professionals.

Qualifications

• Associates Degree or equivalent certification plus 2-4 years as Client Service Administrator I or related education/experience.
• Technical knowledge in compliance (legal) and accounting; possess advanced computer skills.
• Customer service experience highly preferred.

Responsibilities

• Meet with customers/beneficiaries concerning inquiries/problems regarding account or asset administration.
• Correspond with Operations, attorneys, accountants, probate court, etc., on account or beneficiary matters; consult with Relationship Officer on complex issues.

Skills

Client Service

Compliance Knowledge

Advanced Computer Skills

Education

Associate degree or equivalent

Job description

Community Trust Bank is seeking a Client Service Administrator for Wealth Advisory to support account administration and beneficiary matters in a fast-paced environment.

The role requires strong customer service skills, compliance knowledge, and proficiency with standard computer tools, with daily interactions across Operations, attorneys, and relationships officers. This position is based in Pikeville, KY, and involves regular office duties and close collaboration with finance professionals.