Wealth Services & Client Care Specialist

Simmons Bank; Dallas (TX); Presencial; USD 40.000 - 65.000; Jornada completa

Descripción de la vacante

Simmons Bank in Dallas seeks a Trust Assistant to provide a high level of service to Institutional and Private Wealth clients, handling confidential correspondence and maintaining client records to document actions on behalf of clients.

The role supports Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management, performing essential accounting and administrative duties with strict regulatory compliance.

Formación

• HS Diploma/GED with 2–4 years in financial services preferred.
• Good oral and written communication skills.
• Proficiency in MS Office programs.

Responsabilidades

• Respond to client inquiries by phone or in person with a high level of service.
• Assist with low to medium complexity of private wealth accounts or institutional accounts.
• Prepare client correspondence and reports for other bank areas.
• Maintain client records per policy, electronically or in hard copy.
• Ensure compliance with policies and regulations and complete required training.

Conocimientos

Customer service

Written communication

Document handling

Educación

HS Diploma/GED

Herramientas

MS Office

Descripción del empleo

Simmons Bank in Dallas seeks a Trust Assistant to provide a high level of service to Institutional and Private Wealth clients, handling confidential correspondence and maintaining client records to document actions on behalf of clients.

The role supports Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management, performing essential accounting and administrative duties with strict regulatory compliance.