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Private Trust Client Service Associate Jobs (NOW HIRING)

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust is a privately owned investment think tank offering independent and highly ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

First Horizon

Trust Client Specialist

Hickory, NC · On-site

$15.25 - $20.25/hr

... services company, dedicated to helping our clients, communities and associates unlock their full ... The Company and its subsidiaries offer commercial, private banking, consumer, small business ...

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to ...

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to ...

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Private Trust Client Service Associate information

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How much do private trust client service associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for private trust client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.
Trust Client Services Associate

Trust Client Services Associate

Stock Yards Bank and Trust

Louisville, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 27 days ago

Stock Yards Bank & Trust rating

8.8

Company rating: 8.8 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

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 required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
  • Maintain service standard activities, COI activities, and other required calling activities

Other Functions:
  • Provide office coverage and support in emergency situations
  • Perform other duties as assigned

Working Conditions:
Office setting requiring sitting and standing
Minimum Job Requirements:
Education: High School Diploma or GED Equivalent; BA/BS preferred
Specific Skills:
  • Proficient computer application skills in word processing and spreadsheets (Word, Excel)
  • Self-motivated and dependable
  • Ability to learn trust system and new technology
  • Independent decision making ability within limits set by the Wealth Management & Trust Department
  • Professional communication skills, both written and verbal, with all levels of personnel and clients
  • Professional grammar, spelling and business writing skills
  • Ability to develop and implement problem solving skills
  • Ability to prioritize and organize work
  • Ability to function independently in a multi-task environment, as well as part of a team
  • Ability to maintain confidentiality
  • Must be detail oriented
  • Professional appearance and demeanor
  • Knowledge of investment, fiduciary, and estate planning concepts is a plus
  • Work experience in a trust department or related field is a plus

Specialized: None
Licenses: None
Supervisory Responsibility: None
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Benefits:
  • 401(K) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Flexible Savings Accounts
  • Health Savings Accounts
  • Bank paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

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