Wealth Client Services Specialist

simmonsbank; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Simmons First National Corporation is seeking a Trust Assistant to provide high-level customer service to Institutional and Private Wealth clients. The role handles correspondence, supports private wealth and related departments, and ensures client records are properly documented.

The position involves assisting with client accounts, preparing reports, and maintaining compliance with bank policies and regulations. Strong communication and MS Office skills are essential.

Qualifications

• HS Diploma or GED required; two to four years of trust assistant or similar financial services experience preferred.
• Strong oral and written communication skills.
• Ability to read and interpret procedures, manuals, and regulations.
• Proficiency with MS Office and related software.
• Commitment to compliance with policies, procedures and training.

Responsibilities

• Respond to customer inquiries with high level of service, in person or by phone.
• Assist with low to medium complexity private wealth accounts.
• Prepare and maintain client correspondence and reports for other areas of the bank.
• Maintain client records electronically or in hard copy per policy.
• Prepare contribution, distribution, and securities orders for client accounts.
• Stay up-to-date on computer systems used to process client transactions and print reports.
• Ensure compliance with laws, regulations, and bank procedures.

Skills

Communication

Customer Service

Time Management

MS Office

Education

HS Diploma/GED

Tools

MS Office

Job description

Simmons First National Corporation is seeking a Trust Assistant to provide high-level customer service to Institutional and Private Wealth clients. The role handles correspondence, supports private wealth and related departments, and ensures client records are properly documented.

The position involves assisting with client accounts, preparing reports, and maintaining compliance with bank policies and regulations. Strong communication and MS Office skills are essential.