Client Support Specialist (On-site)

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Assists in the administration of trust accounts and provide sales support within Wealth Management maintaining relationships with sales and portfolio business divisions, industry vendors and private wealth clients.

What You'll Do:

• Assists Trust Officers and Wealth Management Advisors in managing assets and accounts.
• May serve as the primary contact for customers with large and complex accounts.
• Prepares and participates in court appearances and audits.
• Collects assets and sets up accounts.
• Initiate financial transactions, including ACHs and wires
• Monitors investment activities.
• Assists managers and supervisors with Trust client escalation calls as they arise from Sales Managers, Wealth Management Advisors and Relationship Managers.
• Takes calls from the inbound Wealth Management general line and follows up on incoming sales leads. 
• Maintains accurate customer database by creating and updating customer profiles in Salesforce.
• Assists on company projects related to the management of Salesforce and Docusign. 
• Performs additional tasks related to the efficient administration of trust accounts for which the institution acts as trustee or agent.

​What You'll Bring:

• Bachelor’s degree or equivalent combination of education and experience.
• 4-7 years of related experience in financial services, Trust operations or banking.
• Strong written and verbal communication skills.
• Strong interpersonal skills.
• Self-motivated and proactive, with exceptional organizational skills and attention to detail.
• Ability to manage multiple tasks and respond quickly to emergent problems.
• Proficient in Microsoft Word, Excel and PowerPoint.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.