Executive Search Consultants to the Financial Services Industry

Relationship Management Associate, Tulsa, OK

By on Nov 3, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Relationship Management Associate, Tulsa, OK

This is an opportunity to learn and grow in the trust/fiduciary industry with a well-respected Tulsa trust company, part of a larger regional investment firm. As Relationship Management Associate, you will work with trust officers, their clients, and advisors, ensuring their requests and questions are fulfilled. If you are looking for a career path, this is the place for you.

As Relationship Management Associate, your role will entail:
● Provide support to trust officers
● Open, maintain, and close trust accounts
● Coordinate tax reporting to ensure tax reporting is done in a timely manner
● Prepare marketing presentations
● Work with clients and their advisors to answer questions.

As Relationship Management Associate, you will have
● Communication skills to effectively work with clients and their advisors
● Ability to comprehend legal documents
● Ability to write correspondence
● Previous trust experience a plus
● Bachelors degree required
● Series 65 is a plus

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