Trust Client Services Associate

About the Role

The Trust Client Services Associate delivers dedicated operational and administrative support to a team of Wealth and Investment Advisors, managing day-to-day account activity, client communications, and select research and committee functions. The role requires precision, discretion, and sound judgment in support of high-net-worth client relationships and is expected to uphold the professional and fiduciary standards of the Wealth Management & Trust Department at all times.

FLSA Status: Exempt

Department: Trust

Hours of Operation: Monday – Friday, 40 hours per week, start and end times may vary

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.

Key Responsibilities

• Serve as primary operational point of contact for multiple Wealth and Investment Advisors, coordinating daily workflow and prioritizing time-sensitive client requests.
• Process and monitor daily account transactions, including bill payment, cash and asset movements, and wire/ACH transfers, ensuring accuracy and timely execution.
• Administer the full account lifecycle — opening, funding, maintenance, and closing — in accordance with trust policy and regulatory requirements.
• Communicate effectively, both in writing and verbally, with internal colleagues, clients, and external contacts, maintaining a professional and responsive standard of service.
• Draft client correspondence and prepare presentation materials under Advisor direction; anticipate Advisor and client needs and resolve routine issues independently within established authority.
• Maintain compliance with account review cycles, exception clearing, and required recordkeeping and documentation standards.
• Safeguard client confidentiality and data integrity across all account-related activity.
• Provide office coverage and support during emergency or peak-volume situations.
• Other duties as assigned.

Requirements & Tech Stack

• Working knowledge of trust and investment account operations, including cash management, account administration, and asset transfers.
• Foundational understanding of investment, fiduciary, and estate planning concepts sufficient to support research and committee functions.
• Superior written and verbal communication skills, with demonstrated professional grammar and business writing ability.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); ability to learn proprietary trust and portfolio systems.
• Strong organizational skills, with the ability to manage multiple advisor relationships and competing deadlines independently and as part of a team.
• Sound, independent decision-making within limits established by the Wealth Management & Trust Department.
• Consistent discretion, accuracy, and professional demeanor in handling confidential client and account information.

Qualifications

• Education: Bachelor's degree preferred; High School Diploma or GED equivalent required.
• Experience: Prior experience in trust, wealth management, or financial services operations preferred.
• Knowledge of fiduciary, estate planning, or investment concepts is a plus.

Physical Requirements

• Primarily sedentary work performed in an office environment.
• Ability to sit for extended periods of time while working at a computer.
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment.
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person.
• Visual acuity sufficient to read computer screens, printed documents, and financial data.
• Occasional standing, walking, bending, or reaching.
• Ability to lift and carry up to 10–15 pounds occasionally.