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Trust Client Services Associate @ Sybt

USOnsiteFull Time
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About this role

Trust Client Services Associate at Sybt. Location: Louisville, Kentucky, United States. Role: Communicate with clients, Draft client communications, Prepare presentations for clients Requirements: Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems. Category: Administrative & Clerical Support Seniority: Entry Level Tools: Word, Excel Commitment: Full Time Workplace: Onsite Languages: English

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