Client Specialist

Job Description

Job Description

Salary : Why We Exist

At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.

Our Culture

At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.

Core Purpose

The Client Specialist is responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships through meeting preparations, account servicing, portfolio management, and trade execution as directed by relationship managers. This position may also be responsible for providing financial solutions to existing and prospective clients by assessing their financial needs and offering services to help clients accomplish financial goals.

Responsibilities

• Shows a commitment to The Trust Companys Mission, Core Values, and Client Promise.
• Assists with client portfolio management based on directions provided by Investment Committee or Relationship Manager that are in line with account Investment Policy Statement.
• Actively participates in client meetings with supported officers providing updates on recent client servicing requests, resolution of documentation exceptions, breaks in service causing client impact, tracking of upcoming tasks / relationship reviews / financial information requests for ongoing portfolio servicing.
• Establishes a positive rapport with clients through face-to-face interactions, phone calls, and client meetings.
• Consistently utilizes financial planning software to enhance the client experience by building and monitoring their financial plan based upon their own goals and objectives.
• Works with Relationship Managers and clients to help them live confidently by understanding the needs, wants, and desires of the relationship.
• Assists with preparing reports, correspondence and documents for client, prospect, and COI meetings when needed.
• Ensures all needed documents are in place and packages are complete for processing of account opening / funding.
• May conduct Virtual Account Reviews (VARs) with retirement plan participants.
• Acts independently and with exceptional judgment to address client needs and concerns while keeping team members informed of client activity.
• Processes and ensures accuracy of documentation for new and existing account relationships, including but not limited to entering client relationship information and financial information, and completion of relationship summary.
• Provides timely responses to client information requests.
• Creates and updates financial plans and may work toward presenting financial plans to clients.
• Within established parameters, may provide guidance to clients across all lines of business (Retirement Plan Services, Wealth Management, and Personal Trust) concerning additions and distributions.
• Builds a professional network by attending both company-sponsored and community events to strengthen business development skills, including but not limited to meeting industry professionals or prospective clients.
• Other duties as assigned.

Qualifications