Easter Seals Jobs

Description

The Citizens Bank Trust Associate (TA) role is accountable for providing exceptional service to our ultra high new worth trust and estate clients and is part of our client facing trust and estate team. The 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 operations 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 Bank 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 include

• 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 Bank 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 Bank governance committees and management reviews.

• Support expansion of client relationships through delivery with Bank colleagues of the complete set of the Bank’s services and capabilities.

• Support various Bank projects and initiatives for the enhancement of the client service experience.

• Responsible for managing daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures.

• Provide high quality, high touch telephone based client service to high net worth individuals and institutional clients.

• Ability to make decisions and take actions independently within the policies and procedures of the Private Bank.

• Must be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

• Ability to handle difficult client situations is critical.

• Must be detail oriented, work with a high degree of accuracy, able to handle multiple issues and meet short deadlines.

• Capable of managing assigned clients and tasks with minimal direction.

Qualifications, Education, Certifications and/or Other Professional Credentials

• 3+ years supporting wealth management administration

• 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

Citizens, its parent, subsidiaries, and related companies (Citizens), provides 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, transgendered and transitioning individuals, 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. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.

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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.