TRUST CLIENT SERVICES ASSOCIATE
As a Trust Client Services Associate, your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.
Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession.
ResponsibilitiesDaily responsibilities include, but are not limited to, the following:
Effectively communicate with internal and external clients, verbally and in writingDraft client communications with guidance from AdvisorPrepare presentations for existing clientsAnticipate client and Advisor needs in all situations; resolve issues with guidance from AdvisorMaintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from AdvisorMaintain service standard activities, COI activities, and other required calling activitiesProvide office coverage and support in emergency situationsPerform other duties as assignedJob RequirementsThe successful candidate will have the following
Qualifications:
Proficient computer application skills in word processing and spreadsheets (Word, Excel)Self-motivated and dependableAbility to learn trust system and new technologyIndependent decision making ability within limits set by the Wealth Management & Trust DepartmentProfessional communication skills, both written and verbal, with all levels of personnel and clientsProfessional grammar, spelling and business writing skillsAbility to develop and implement problem solving skillsAbility to prioritize and organize workAbility to function independently in a multi-task environment, as well as part of a teamAbility to maintain confidentialityMust be detail orientedProfessional appearance and demeanorKnowledge of investment, fiduciary, and estate planning concepts is a plusWork experience in a trust department or related field is a plusBenefits 401(k) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer / Disease insuranceAccident insuranceFlexible Spending AccountsHealth Savings AccountsHumana Go365 Wellness & Rewards ProgramBank paid Life / AD& D insuranceVoluntary Life / AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance ProgramPhysical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing.
Must be able to see, hear, speak, grasp paperwork, and type.
All work occurs indoors and within regular working hours.
The noise level in the work environment is usually moderate.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Attention To Detail Business Correspondence Communication Confidentiality Curiosity Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession.
ResponsibilitiesDaily responsibilities include, but are not limited to, the following:
Effectively communicate with internal and external clients, verbally and in writingDraft client communications with guidance from AdvisorPrepare presentations for existing clientsAnticipate client and Advisor needs in all situations; resolve issues with guidance from AdvisorMaintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from AdvisorMaintain service standard activities, COI activities, and other required calling activitiesProvide office coverage and support in emergency situationsPerform other duties as assignedJob RequirementsThe successful candidate will have the following
Qualifications:
Proficient computer application skills in word processing and spreadsheets (Word, Excel)Self-motivated and dependableAbility to learn trust system and new technologyIndependent decision making ability within limits set by the Wealth Management & Trust DepartmentProfessional communication skills, both written and verbal, with all levels of personnel and clientsProfessional grammar, spelling and business writing skillsAbility to develop and implement problem solving skillsAbility to prioritize and organize workAbility to function independently in a multi-task environment, as well as part of a teamAbility to maintain confidentialityMust be detail orientedProfessional appearance and demeanorKnowledge of investment, fiduciary, and estate planning concepts is a plusWork experience in a trust department or related field is a plusBenefits 401(k) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer / Disease insuranceAccident insuranceFlexible Spending AccountsHealth Savings AccountsHumana Go365 Wellness & Rewards ProgramBank paid Life / AD& D insuranceVoluntary Life / AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance ProgramPhysical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing.
Must be able to see, hear, speak, grasp paperwork, and type.
All work occurs indoors and within regular working hours.
The noise level in the work environment is usually moderate.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Attention To Detail Business Correspondence Communication Confidentiality Curiosity Decision Making Estimated Salary: $20 to $28 per hour based on qualifications.
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