Trust Associate

Trust Associate Location Palm Beach, FL :

Description

The Private Client Trust Associate (TA) role is accountable for providing exceptional service to our Clarfeld Citizens Private Client (CCPW) trust and estate clients and is part of our client facing trust and estate team. The Private Client Trust Associate assists the team in managing the day-to-day activities of our fiduciary clients including new client on-boarding, client service and client retention as directed by Senior Trust Officers (STOs) and/or Trust Officers (TOs). The TA will have knowledge of the wealth management industry and have experience in working with clients on matters related to trust services and planning as well as an understanding of investment and banking operation's needs. The TA also works with STOs/TOs to administer trust and estate accounts consistent with the terms of the account's governing document and CCPW policies and procedures. Strong client service, communication and relationship management skills as well as attention to accuracy and compliance are key components for this position.

Primary responsibilities

• Responsible for working with STOs/TAs and the broader fiduciary team to ensure proper trust and/or estate administration in accordance with account documentation, applicable law and CCPW policies and procedures.
• Perform trust and estate account maintenance, enter transactions, process remittances and distributions and support STOs / TOs requests for account service for beneficiaries and client account advisors.
• Responsible for on-boarding new client relationships, new account applications, and AML requirements.
• Process client requests related to all aspects of the trust and/or estate administration and promoting a client-focused experience for trust grantors, beneficiaries and their advisors. Works along with STOs/TOs and specialized team members to resolve daily client needs.
• Prepare for STO/TO approval documentation and related information for submission to CCPW governance committees and management reviews.
• Support expansion of client relationships through delivery with CCPW colleagues of the complete set of the bank's services and capabilities.
• Support various CCPW projects and initiatives for the enhancement of the client service experience.

Qualifications, Education, Certifications and/or Other Professional Credentials

Minimum Required:

• 3+ years supporting wealth management administration.
• Bachelor's Degree

Preferred:

• Trust service or paralegal experience

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth