Client Services Representative

A boutique trust and investment management firm is seeking a Trust & Client Services Associate to join their high-net-worth client services team. In this role, you’ll manage trust account operations, assist with family office services, and support the Financial Advisory Team in delivering a comprehensive suite of wealth management services. Beyond account administration, you’ll collaborate across teams, maintain compliance standards, and help streamline processes to improve client service delivery.

• Administer trust accounts, including processing distributions, contributions, and money movements
• Maintain documentation on non-financial assets such as real estate and insurance policies
• Assist with estate administration, including preparation of Probate Court documents and schedules
• Compile tax information for trust accountants and submit required forms and payments
• Support periodic account reviews with Trust Officers / Investment Advisors and prepare compliance documentation
• Open new accounts in trust accounting or portfolio management systems, including setup, tax lot verification, and transfers
• Provide household bill payment, cash flow reconciliation, and organization of financial information for reporting and tax purposes
• Maintain balance sheets and records for assets held at the firm and outside investments
• Collaborate with Relationship Managers, Portfolio Managers, Financial Planners, and General Counsel to deliver comprehensive client service
• Serve as the primary client contact for non-investment, non-planning inquiries
• Participate in team meetings and client interactions alongside the Financial Advisory Team
• Recommend and implement process improvements, policies, or procedures for operational efficiency and regulatory compliance
• Attend training seminars and professional development courses as required

• Associate’s degree in Accounting, Business, Finance, or Economics, or equivalent experience;
  Bachelor’s degree preferred
• Minimum of five years of experience in banking, accounting, trust or investment operations, or related financial services
• Strong understanding of trust and investment account operations, debits and credits, and securities-related transactions
• Excellent organizational skills with the ability to prioritize multiple tasks and meet deadlines
• Strong interpersonal and communication skills; comfortable interacting with high-net-worth clients and colleagues across teams
• Attention to detail, professionalism, and ability to work independently under pressure
• Willingness and aptitude to learn new skills and systems
• Ability to follow direction, accept constructive feedback, and suggest process improvements
• Knowledge of regulatory and compliance requirements in trust and investment services a plus