Trust Client Services Associate

Trust Client Services Associate As a Trust Client Services Associate you will be an integral part of the Wealth Management Group team. Your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors and clients regarding account relationships activities and business operations. Trust experience with strong communication skills is important as well as attention to detail and the ability to prioritize work. Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: 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 Job Requirements The successful candidate will have the following qualifications: High School Diploma or GED Equivalent; BA/BS preferred Proficient computer application skills in word processing and spreadsheets (Word, Excel) Ability to learn trust system 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 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 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 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, and type. The noise level in the work environment is usually moderate.

Created: 2026-03-10