There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.

For more than 100 years - including 16 in Phoenix - Bankers Trust has provided personalized service, expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals. From something as simple as a checking account to as complex as a commercial loan or wealth management strategy, our team is committed to getting to know you and your unique needs as we work to build a trusted and long-lasting relationship. We're proud to be investing even further in this market with a new location in North Scottsdale, opening in mid-2024, with high-touch and personalized service to continue meeting your needs.

Job Summary:

The Client Service Associate is responsible for all aspects of administrative support for the Private Client and Institutional Relationship Managers and Account Managers to provide best-in-class service to our Wealth Management clients.

The Client Service Associate will provide daily administrative support to the team, assisting with the delivery of all products and services, includingaddressing client questions, resolving issues, ensuring daily transaction processing is completed both timely and accurately, and providing best-in-class service in all we do.This position requires minimal supervision and handles moderately complex issues, referring the most complex issues to the Client Service Team Assistant Manager.

Primary Functions and/or Responsibilities:

*Monitor and process daily administrative tasks for clients by working closely with Relationship Managers and Account Managers to ensure completion.

*Prepare distribution requests based on instructions from Relationship Managers and Account Managers. Monitor the approval process and distribution of funds.

*Resolve operational issues working with the Relationship Mangers and Account Managers to ensure that services are delivered accurately and timely to clients.

*Monitor and resolve daily cash balances to maintain compliance.

*Monitor service and product delivery to clients by working closely with operational support staff to ensure completion of administrative tasks.

*Assist Relationship Managers and Account Managers by handling inbound and outbound client communications. Identify and escalate issues to Relationship Managers and Account Managers which require additional review and inquiry.

*Complete account opening and closing documents, review for accuracy and completeness for processing.

*Monitor and update compliance and customer contact matrices and update appropriate tracking reports.

*Coordinate with Relationship Managers and Account Managers, Tax Officer, outside accountants, and clients with tax processing for fiduciary and individual income taxes.

*Other duties as assigned.

Education and/or Experience:

*Four-year college degree in a related field preferred OR an equivalent combination of education and experience

*Bachelor's Degree in related field Preferred and/or a combination of experience and education

*At least one year of prior trust administration experience required

*A background in investments, taxes or the legal area is preferred

*Completion of Cannon, ABA or other trust-related courses desired

Client Services Associate I -

oAt least one year of prior trust administration experience required

Client Services Associate II -

oAt least three years of prior trust administration experience required

Specific Skills, Knowledge & Abilities:

*Knowledge of legal/fiduciary responsibilities, securities processing, and trust operations preferred

*Ability to follow written and oral instructions

*Ability to process detail work accurately and in a timely manner

*Strong computer skills and ability to learn Bank and Trust Systems

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.

Hiring Salary Range:

CSA I $23.00 - 27.00 per hours (Annualized at 40 hours per week: $47,840 - 56,160.)

CSA II $26.00 - 30.00 per hours (Annualized at 40 hours per week: $54,080 - 62,400.)

Benefits

*Group Health, Dental, and Vision Insurance

*Generous Paid Time Off (PTO)

*Volunteer Time Off (VTO)

*401(k) plan with lucrative company match

*Tuition assistance

*Company Paid Life Insurance

*Paid Parental Leave

*Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

*Team Member Banking - a suite of products and services with special benefits for employees

Virtual/Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"