Trust Client Services Associate

About the Role

Stock Yards Bancorp, Inc., parent company of Stock Yards Bank & Trust Company, is seeking a Trust Client Services Associate. This Exempt position within the Trust department provides assistance to Trust Wealth Advisors, Investment Advisors, and clients regarding account relationship activities and business operations.

Organizational Duties and Responsibilities

• Supports the mission, vision, and philosophy of the Bank.
• Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities

• Effectively communicate with internal and external clients, verbally and in writing.
• Draft client communications with guidance from Advisor.
• Prepare presentations for existing clients.
• Anticipate client and Advisor needs; resolve issues with guidance from Advisor.
• Maintain accounts from setup to closing, alerting Advisor of important changes and/or issues.
• Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor.
• Maintain service standard activities, COI activities, and other required calling activities.

Other Functions

• Provide office coverage and support in emergency situations.
• Perform other duties as assigned.

Working Conditions

• Office setting requiring sitting and standing.
• Indoor work within regular working hours.
• Moderate noise level.

Minimum Job Requirements

Education

• High School Diploma or GED Equivalent.
• BA/BS preferred.

Skills

• Proficient computer application skills in word processing and spreadsheets (Word, Excel).
• Self-motivated and dependable.
• Ability to learn trust system and new technology.
• Independent decision-making ability within limits set by the Wealth Management & Trust Department.
• Professional communication skills, both written and verbal, with all levels of personnel and clients.
• Professional grammar, spelling, and business writing skills.
• Ability to develop and implement problem-solving skills.
• Ability to prioritize and organize work.
• Ability to function independently in a multi-task environment, as well as part of a team.
• Ability to maintain confidentiality.
• Must be detail-oriented.
• Professional appearance and demeanor.

Specialized

• Knowledge of investment, fiduciary, and estate planning concepts is a plus.
• Work experience in a trust department or related field is a plus.

Licenses

• None

Supervisory Responsibility

• None

Physical Requirements

• Sitting the majority of the time with limited walking and standing.
• Ability to see, hear, speak, grasp paperwork, and type.

Benefits

• 401(K) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer/Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Flexible Savings Accounts
• Health Savings Accounts
• Bank paid Life/AD&D insurance
• Voluntary Life/AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program