About Blue Trust
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion assets under advisement and a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states.*
Role Overview
We are seeking a dedicated Client Service Associate with a passion for delivering exceptional client service. This role will report directly to the Client Service Manager and requires a self-starter who is excited to support team members in serving the unique needs of institutional clients and ultra-high-net-worth families. This individual will serve as a first responder for client requests and be able to thrive in a fast-paced, team-oriented environment and have a high attention to detail and strong communication skills.
Key Responsibilities
Requirements
Why Join Blue Trust?
At Blue Trust, you’ll work with inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you’re ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we’d love to hear from you!