Your Role
The Trust Account Servicing Officer is responsible for managing and servicing trust accounts, ensuring client satisfaction, and driving growth within the Trust Department. This role requires a deep understanding of trust and fiduciary services, strong relationship-building skills, and a commitment to compliance and operational excellence.
How You'll Contribute
- Account Management & Servicing
- Oversee the administration and management of existing and new trust clients.
- Ensure compliance with regulatory requirements, trust policies, client agreements, and instructions.
- Enhance relationships with existing trust clients by providing efficient service and adhering to agreed turnaround times (TAT) on deliverables. Client Relationship Enhancement
- Develop and maintain strong relationships with clients.
- Regularly engage with clients to understand their needs and provide personalized solutions.
- Handle day-to-day client interactions regarding investment maturities and desired dispositions. Compliance and Risk Management.
- Ensure all activities comply with internal and external regulations.
- Monitor and address issues related to internal and external audits.
- Ensure proper documentation and timely follow-ups on client onboarding and transactional documents. Revenue Generation
- Achieve sales targets and contribute to the overall financial goals of the organization
- dentify and capitalize on market opportunities to grow assets under management (AUM) and generate revenue. Service Quality and Client Satisfaction
- Review, implement, and monitor quality service activities to deepen client relationships.
- Ensure strict adherence to agreed investment policies and realignment of portfolios if necessary
- Provide exceptional customer service to attract new clients and retain existing ones. Operational Efficiency
- Streamline processes to improve efficiency and effectiveness in servicing trust accounts
- Utilize technology to enhance operational performance and client experience.
What We're Looking For
- College graduate of any business course, preferably in the field of Finance, Economics, or Business Administration
- With 3-5 years relevant experience
- 1 year in Trust Business, OR at least 1 year in Trust Sales or Account Management, OR must have completed at least 90 training hours in Trust, Other Fiduciary Business or Investment Management activities acceptable to BSP
- 1 years actual experience as officer of a bank and must have completed relevant global or local professional certification program
- SEC-Fixed Income Market Salesman; Preferred but not required
- Trust 1-year course (TIFP), UITF Certified Salesman; Preferred but not required
