Senior Client Service Associate

All Jobs >
Senior Client Service Associate

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $70 billion in assets under advisement, over 460 team members and a nationwide network of 20 offices, we offer comprehensive wealth management and trust services to more than 11,500 clients in all 50 states.

(as of 6/30/2026 and subject to change).

The Senior Client Service Associate is responsible for supporting Trust Administration within the Personal Trust Services Division. This position is responsible for the review and process of various operations and trust accounting functions within Trust Administration. Responsibilities include the opening and closing of accounts, performing accounting functions related to trust accounts, and ensuring accuracy and timeliness of transactions in accordance with established procedures.

Provides administrative support to team members and clients by performing a variety of complex duties in the areas of client service, planning, investment management, office administration and/or accounting to serve and assist in meeting client goals and providing the highest quality client service.

This role will work out of either the Columbus, GA or Nashville, TN location.

• Supports Trust Advisors and other Personal Trust Services personnel administratively in the delivery of services to clients and in coordination with advisors:
• Provides support for opening and closing assigned accounts

• Performs all opening activities including asset funding, documents, files, statements, compliance and CIP guidelines, checklists, and other special requirements in accordance with established procedures
• Facilitates closing account activities that require external communication with brokers, vendors, etc.

• Reconciles transfers, fee collection, securities, and asset transfers, and performs other department operations activities
• Coordinates production and delivery of client statements and tax information
• Processes a variety of securities and cash related transactions with minimal assistance
• Uses Trust accounting system for account set up, retrieving data, and maintaining account information

2. Demonstrates ability to balance work and prioritize to meet service levels that are critical to the success of Trust Services

3. Assists in development of key internal procedures and controls

4. Evaluates administrative operations functions and makes recommendations to management, as needed, on process and system improvements to help achieve department goals

5. Interacts positively and professionally with Personal Trust clients

6. Demonstrates and models confidence, knowledge, and a willingness to take ownership of complex situations/ issues and follow them through to resolution.

7. Approaches work, interactions, and relationships in a manner consistent with the company's Core Values

8. Demonstrates in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel

9. Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base and applies these principles in personal finances

10. Maintains the highest Compliance standards by adhering to the firm's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the firm

• Ability to perform role with excellence and a keen focus on overall client…