Client Service Associate

Job Description

Salary:

Why We Exist

At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.

Our Culture

At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.

Core Purpose

The Client Service Associate provides support to a team of Relationship Managers and Client Specialists who manage a portfolio of client relationships. This position also serves as a liaison between the Client Service Team and the Operations team.

Responsibilities

• Shows a commitment to The Trust Companys Mission, Core Values, and Client Promise.
• Assists Client Service Team by managing and organizing calendars including scheduling client meetings on behalf of the Client Service Team.
• Prepares reports, correspondence, and documents for client, prospect, and COI meetings.

• Actively participates in meetings with supported officers providing updates on recent client servicing requests, resolution of documentation exceptions, breaks in service causing client impact, tracking of upcoming tasks/relationship reviews/financial information requests for ongoing portfolio servicing.

• Anticipates Client Service Team or client needs and proactively undertakes administrative tasks to meet those needs to provide a high-level of customer service.

• Processes and ensures accuracy of documentation for new and existing