Trust & Wealth Client Service Associate - McAllen,TX Job McAllen area,Texas USA,Finance & Banking

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 Inno Trust 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.

Trust & Wealth Client Service Associate - McAllen, TX