JobMesh

Trust Client Services Associate

Stock Yards Bank & Trust · Louisville, Kentucky, US

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentu...

Job description

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets. Job Title: Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary: Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Organizational Duties and Responsibilities: 1. Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. 2. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and Responsibilities: - 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 r...