Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in managing institutional client relationships and ensure smooth transaction processing.
- Company: Join Genesis10, a top staffing firm with a strong reputation in the industry.
- Benefits: Competitive pay, health benefits, and access to a supportive recruiting team.
- Why this job: Make a real impact by providing excellent client service in a dynamic financial environment.
- Qualifications: 2-4 years of experience in client service roles and strong analytical skills.
- Other info: Opportunity for career growth with a company that values its employees.
The predicted salary is between 54000 - 60000 £ per year.
Genesis10 is currently seeking a Senior Trust Associate for a contract position with a Regional Financial Institution located in Cleveland, OH. This is an on-site 6-month contract opportunity. Pay range: $27.00 per Hour.
This role is accountable for assisting a Senior Institutional Advisor/Relationship Manager with a book of institutional relationships, with an emphasis on client service and daily administrative duties. The ideal candidate will develop and maintain in-depth knowledge of products and services, acting as a primary point of contact for all client servicing needs and inquiries, including transaction execution and processing.
Responsibilities:
- Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting.
- Demonstrate knowledge relating to the institutional trust/custody client needs and product offerings and operational effectiveness and efficiency (ex. Account Onboarding, asset collection, alternative assets, pension payment system, client & file system maintenance, etc).
- Process, on daily basis, various cash processing transactions including wire transfers, preparation of checks, transfer of cash, deposit of funds, and executes securities trading.
- Review and manage daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.
- Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA's, etc.
- Read and understand standard institutional client trust/custody agreements and documents for administrative and fiduciary purposes.
- Maintain excellent client service standards through proactively attending to client requests as a professional liaison with clients and business partners.
- Mitigate risk by servicing assigned institutional client relationships in compliance with company policies and procedures, as well as with regulatory and legal requirements.
- Lead by example and demonstrate client focus and teamwork towards both clients and employees.
- Perform/participate in client relationship reviews.
- Assist clients with required reporting to various government agencies (i.e, DOL, PBGC, IRS, etc).
- Provide back up to other Trust Associates.
- Assist with processing check deposits, sort, and review mail for the team.
Requirements:
- 2 to 4 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley, Native American clients in administrative capacity or other client service roles.
- Demonstrated strong client service skills.
- Securities processing and bank operations knowledge.
- Excellent analytical, communication (oral and written), interpersonal and problem resolution skills.
- Undergraduate degree in business-related field or equivalent work experience.
- Strong PC skills, especially Excel, Word, Kofax PDF and PowerPoint.
Desired skills:
- Competence with trust/custody, pension, securities lending, commercial banking, operating fund, and charitable plan client needs.
- Client consultation/advocate background.
- Public speaking experience.
- Personal effectiveness.
- Communication.
- Independent problem solving.
- Decision making/Prioritizing.
- Customer service orientation.
- Occupational / Technical knowledge.
- Adaptability / Flexibility/Detail oriented.
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply!
Senior Trust Associate employer: Genesis10
Contact Detail:
Genesis10 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know someone at Genesis10. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of institutional trust and custody services. Show us you understand the role inside out, and you'll impress the hiring team!
✨Tip Number 3
Practice your client service skills! Think of scenarios where you’ve gone above and beyond for clients. We want to see how you handle challenges and keep clients happy.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team.
We think you need these skills to ace Senior Trust Associate
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Trust Associate role. Highlight your relevant experience in client service and any specific knowledge of trust/custody operations that aligns with what we’re looking for.
Showcase Your Skills: Don’t forget to emphasise your analytical and communication skills! We want to see how you can effectively manage client relationships and handle transactions, so give us examples of how you've done this in the past.
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality shine through. We value teamwork and client focus, so share a bit about how you build relationships and work collaboratively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Genesis10!
How to prepare for a job interview at Genesis10
✨Know Your Stuff
Make sure you have a solid understanding of the institutional trust and custody services. Brush up on the specific products and services mentioned in the job description, like cash processing transactions and client servicing needs. This will show that you're not just interested in the role but also knowledgeable about it.
✨Showcase Your Client Service Skills
Since this role emphasises client service, prepare examples from your past experiences where you've excelled in this area. Think about times when you resolved issues or went above and beyond for clients. Be ready to discuss how you can maintain excellent client service standards.
✨Be Ready for Technical Questions
Expect questions related to securities processing and bank operations. Brush up on your knowledge of cash management and financial reporting. You might be asked to explain how you would handle specific scenarios, so think through these processes beforehand.
✨Demonstrate Teamwork and Leadership
This position requires collaboration with a Senior Institutional Advisor and other team members. Prepare to discuss how you've worked effectively in teams before and how you can lead by example. Highlight any experiences where you’ve contributed to a positive team environment.