Client Service Specialist

Trivergent Trust Company is an independent trust company and multi-family office that provides a comprehensive approach to wealth planning for a select number of high-net-worth families and their related entities. Services include strategic planning, asset and investment management, trustee and estate management, and customized family office services.We are currently seeking candidates with the following experience and skills to serve as a Client Service Specialist. This is a local, in-office position.Primary DutiesResponsibilitiesResponsible for general client communications (calls, emails and mailings)Process client account transactions and monitor cash balancesMaintain financial reports, schedules, and account reconciliationsAssist in preparing materials and reports for client meetingsAssist with researching and resolving client mattersAssist in account opening and closing processes and account maintenanceDocument retention and storageSpecial projects, as neededRequired SkillsStrong analytical skills with the ability to exercise prudent judgementAbility to prioritize and manage projectstasksEffective verbal and written communication skillsAbility to work both independently and in a team environmentAttention to detail and accuracy in completing tasksSelf-motivated, proactive work style with strong organizational skillsDesire to learn new skills and software applicationsEducation and Work ExperienceAssociate degree required, Bachelor degree preferredBasic knowledge of wealth management conceptsStrong knowledge of Microsoft Office productsExperience in client service and transaction processingExperience working with a trust accounting system, or in trust operations or financial services preferred, but not requiredThe above is not an exhaustive list but is intended to convey the nature of the position. This position allows qualified candidates to assume increasing levels of responsibility as appropriate. Success will be highly dependent upon a candidate's ability to demonstrate initiative. Compensation will be highly dependent upon experience and skill set.

Created: 2025-02-21