Apply on Employer Site

Sentinel Trust Company, LBA · 11 hours ago

Client Service Associate

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Sentinel Trust Company is a multi-family office and trust company serving high net worth client families across the United States. They are seeking a Client Service Associate to support the delivery of personalized family office and fiduciary services, partnering with a Senior Relationship Officer to ensure high-quality service for client families.

Bitcoin

Growth Opportunities

Responsibilities

Support trust administration, including preparing documentation related to discretionary distributions and fiduciary decision-making

Coordinate the opening, closing, and conversion of client accounts

Manage daily account administration, including tracking deadlines, processing deposits and disbursements, and handling a variety of client service requests

Collect, organize, and maintain financial, entity, tax, and estate planning documents

Act as a liaison with external attorneys, CPAs, and other advisors / vendors on behalf of the client team

Develop specialized knowledge in trust and investment systems, including GWES and Black Diamond

Learn and apply legal, regulatory, and compliance requirements in a fiduciary environment

Qualification

Trust administrationClient account managementCustomer service experienceFinancial planning knowledgeAttention to detailWritten communicationVerbal communicationTime managementCollaborationIntegrityAdaptability

Required

Bachelor's degree or prior experience in a trust company or exposure to banking, financial planning, tax, or estate planning

Experience in a customer service or client-facing role

Strong attention to detail and comfort processing transactions accurately

Clear, professional written and verbal communication skills

Strong time-management skills and ability to manage multiple priorities

Collaborative mindset and comfort working with internal teams

High level of integrity, accountability, and discretion

Ability to adapt to changing situations and handle challenges calmly

Successful completion of background checks

Benefits

Competitive compensation

Bonus program

Profit-sharing program

Generous paid time off program

Comprehensive health benefits with low out of pocket costs

Expansive network of doctors

Company-paid premiums for employee coverage

401(k) plan with sophisticated investment options

Generous match

Tuition reimbursement program offers full reimbursement of expenses for the attainment of a job-related undergraduate degree or professional designation

Variety of social events

Professional networking opportunities

Company

Sentinel Trust Company, LBA

At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals.

Founded in 1997