Wealth & Trust Client Relations Specialist II

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

Job summary

North Dallas Bank & Trust Co. is seeking a Client Service Support role to assist the CST in handling personal trusts, employee benefits plans, IRAs, and investment accounts. The role emphasizes client relationship management, accurate documentation, and timely responses to inquiries.

Responsibilities include opening new accounts, coordinating with RMs, preparing distribution packets, and supporting the tax team with information. Strong MS Office skills and travel between branches are required.

Qualifications

• Bachelor’s degree from an accredited college or university preferred, plus at least 3 years of related experience in the financial services industry; or equivalent combination of education and experience.
• 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 and regulations.
• Some travel between branches may be required.

Responsibilities

• Develops and maintains close relationships with clients and understands account ownership and types.
• Opens new accounts and ensures proper documentation adhering to policies.
• Performs administrative duties including correspondence, file maintenance, and monitoring activity.
• Responds to customer inquiries with prompt and accurate resolution; refer complex issues to the account officer.
• Provides sales support for Business Development Officers.
• Prepares and sends discretionary distribution packets and tracks distributions.
• Distributes client communication regarding RMDs and IRA distributions.
• Assists the tax team with processing and distributing necessary tax information.
• Cross sells bank products and services; refers customers to appropriate department.
• Ensures CST delivers outstanding service levels and supports department events.

Skills

Customer service

Communication

Microsoft Office

Relationship building

Account servicing

Education

Bachelor’s degree preferred

Tools

CRM systems

Database software

Excel/Word/Outlook

Job description

North Dallas Bank & Trust Co. is seeking a Client Service Support role to assist the CST in handling personal trusts, employee benefits plans, IRAs, and investment accounts. The role emphasizes client relationship management, accurate documentation, and timely responses to inquiries.

Responsibilities include opening new accounts, coordinating with RMs, preparing distribution packets, and supporting the tax team with information. Strong MS Office skills and travel between branches are required.