Wealth & Trust Client Relations Specialist

NDBT (North Dallas Bank & Trust); Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

North Dallas Bank & Trust is seeking a Client Service Team support professional to assist with personal trusts and estates, employee benefits plans/IRAs, and investment management accounts. You will open new accounts, ensure documentation, and handle client inquiries with a focus on accuracy and exceptional service.

The role involves coordinating with RMs, providing sales support, and preparing discretionary distribution packets and tax-related information across account types.

Qualifications

• Bachelor’s degree from an accredited college or university; plus at least 3 years related experience in the financial services industry.
• Excellent verbal, written, and interpersonal communication skills.
• Superior customer service skills, extremely organized, and detailed-oriented with a high degree of accuracy.
• Proficient in Microsoft Office products, including Word, Excel, and Outlook.
• Ability to read, analyze, and interpret estate planning documents, general business periodicals, professional journals, or governmental regulations.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages. Ability to apply concepts of basic algebra.
• To perform this job successfully, an individual should have knowledge of Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software.
• Some travel between branches may be required.

Responsibilities

• Develops and maintains close relationships with the clients of TWM and a thorough knowledge of account ownership and account types.
• Opens new accounts and ensures proper account documentation has been obtained adhering to Bank policies and procedures.
• Performs administrative duties which may include handling various types of written and verbal correspondence with clients, file maintenance and documentation, distribution processing, and monitoring transaction activity.
• Responds to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner; referring complex issues to the account officer.
• Cross sells all Bank products and services; refers customers and prospects to the appropriate department.
• Other duties as assigned.

Skills

Customer service

Communication

MS Office

Data analysis

Report writing

Presentation

CRM systems

Travel

Education

Bachelor’s degree

Tools

CRM systems

Database software

Spreadsheet software

Word processing software

Job description

North Dallas Bank & Trust is seeking a Client Service Team support professional to assist with personal trusts and estates, employee benefits plans/IRAs, and investment management accounts. You will open new accounts, ensure documentation, and handle client inquiries with a focus on accuracy and exceptional service.

The role involves coordinating with RMs, providing sales support, and preparing discretionary distribution packets and tax-related information across account types.