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Trust & Wealth Client Service Associate - McAllen, TX
Mcallen, TXPosted 5 days ago
onsite
Job Description
Job Id:
1064
# of Openings:
1
Position Summary
The Trust & Wealth Client Service Associate supports core operations for the Trust and Wealth Management Division and has primary responsibility for assisting the department in all phases of account/relationship servicing, fulfillment and/or administration. This role must demonstrate proactive and disciplined customer service for relevant constituencies (our clients, trust officers, investment advisors and executive staff) contributing positively to a collaborative and efficient culture.
Principal Duties and Responsibilities
- Enhance the client experience by providing exceptional client service.
- Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) daily. Responds to their requests and works with them to resolve issues and meet their needs.
- Utilize the Black Diamond, Salentica and InnoTrust platforms for administrative services, account maintenance, and the creation of internal and client facing reporting.
- Work closely with our third-party outsourced providers for trust back-office operations.
- Execute and track to settlement securities transactions at our custodians at the direction of assigned investment professionals.
- Manage asset transfers and prepare TOA reports for advisors.
- Remedy “Not In Good Order” issues at our custodians.
- Prepare documents and presentations.
- Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion.
- Prepare applications; account pre-acceptance; account acceptance and related forms for signature.
- Gather information and prepare agenda for various meetings and committees.
- Document and maintain procedures and process flows.
- Complete special projects as requested.
Other Responsibilities
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Perform other duties as assigned.
Qualifications, Education and Experience Requirements
- Bachelor's Degree or equivalent work experience.
- 2-5 years of experience in a client service role, ideally in financial services.
- General knowledge of investment products.
- Experience in trust, estate administration or life insurance policies is a plus (but not required)
- Trust accounting platform experience a plus but not required.
- Highly effective written and oral communication skills.
- Strong analytical, problem solving and organizational skills with keen attention to detail.
- Ability to work well with a team and represent the culture of the firm.
- Team player with a high level of energy, enthusiasm
- Natural self-starter and has a proactive posture towards progress and innovation
- Unimpeachable integrity and can be trusted to maintain confidential information.
- Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
- Must be able to be physically present in the Bank to perform job duties.
What Makes This Opportunity Great
- We have a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- We offer a compelling career working side by side with the best in the business.
- We provide support & flexibility for you to grow and be your best at work, at home, and in the community.
- Texas Regional Bank is an Equal Opportunity Employer.
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