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    trust client services associate - Louisville, United States - Stock Yards Bank & Trust

    Stock Yards Bank & Trust
    Stock Yards Bank & Trust Louisville, United States

    2 weeks ago

    Default job background
    Description

    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.

    Responsibilities

    Daily responsibilities include, but are not limited to, the following:

    • 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 in all situations; resolve issues with guidance from Advisor
    • Maintain 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 Advisor
    • Maintain service standard activities, COI activities, and other required calling activities
    • Provide office coverage and support in emergency situations
    • Perform other duties as assigned
    Job Requirements

    The successful candidate will have the following qualifications:
    • 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
    • Knowledge of investment, fiduciary, and estate planning concepts is a plus
    • Work experience in a trust department or related field is a plus
    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
    • 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
    Physical 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 Disabilities

    The 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 c)
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