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Senior Trust Officer

Dallas, Texas

Job Description:

A Trust Officer focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives:  Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and Assist in development or referral of client solutions as needed by client. The TO will leverage support teams on client servicing needs while being the primary point of contact to the client. 

Qualifications/Desired Skills: This role calls for a fiduciary professional with 7+ years of experience, strong client relationship management skills that will play a significant role in recommending strategies to achieve the goals of our clients. College degree required. CTFA, JD or MBA preferred.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

A Trust Officer focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives:  Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and Assist in development or referral of client solutions as needed by client. The TO will leverage support teams on client servicing needs while being the primary point of contact to the client. 

Qualifications/Desired Skills: This role calls for a fiduciary professional with 7+ years of experience, strong client relationship management skills that will play a significant role in recommending strategies to achieve the goals of our clients. College degree required. CTFA, JD or MBA preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22000635

Band: H4

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Teresa Perry

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202