Blue Trust
The Senior Client Service Associate supports Trust Administration within the Personal Trust Services Division by managing account opening and closing processes, performing trust accounting functions, and ensuring transaction accuracy. This role provides administrative support to team members and clients, coordinates client statements and tax information, and processes securities and cash transactions. The position requires balancing workloads to meet critical service levels while maintaining high compliance standards and integrating biblical wisdom into client counsel.
Our wealth management advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Blue Trust.
Blue Trust didn’t post a salary, so this is our estimate from similar listings.
50% below the average for this role