Now Hiring - The Trust Company (TN) - Financial Services Relationship Manager - Knoxville Office in Knoxville, TN

Why We Exist

At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.

Inclusion Statement

The Trust Company strives to continuously develop our company-wide identity to ensure people feel comfortable, safe, and valued through open, proactive communication. Our goal in doing so is to allow individuals to be heard, accepted, and celebrated for their differences.

Job Title: Relationship Manager (Service)

Reports To: RM Team Lead or Executive

Classification: Full Time – Exempt

Core Purpose

The service-focused Relationship Manager serves as the primary contact for clients and is responsible for building strong individual, family, and company relationships. While demonstrating a thorough knowledge of services provided by TTC, this position will also be responsible for achieving performance standards and maintaining a culture of outstanding service as a fiduciary to The Trust Company of Tennessee’s clients.

Responsibilities

• Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
• Maintains positive client relationships by meeting with clients regularly (annually, semi-annually, monthly, etc.) to review accounts, discuss personal/life changes, and update and discuss client holdings and IPS.
• Provides superior client services by providing follow-up documentation and responses to clients and associated professionals – including all meeting summary letters and correspondence.
• Upholds fiduciary standards when serving TTC clients.
• Responds promptly to client communication and requests.
• Serves as the primary contact for clients and beneficiaries for account and distribution requests.
• Monitors overall profitability of relationships and, within established guidelines, communicates scope, fees, and structures to the mutual benefit of the client and TTC – including required documentation and paperwork.
• Delivers proactive client management based on client goals and objectives.
• May review and interpret trust agreements, wills, contracts, and other estate planning documents to limit regulatory and legal risk.
• Utilizes a high degree of creativity and independence in developing and retaining business.
• Collaborates with internal teams/committees, relationship managers, operations specialists, and customer service representatives in order to provide an outstanding client experience.
• Within established parameters, provides guidance to Retirement Plan Services clients on plan administration.
• Within established parameters, provides guidance to Wealth Management clients concerning additions and distributions. This would include tax consequences.
• Identifies and secures New Business Opportunities through existing clients, referrals, and/or participation in TTC Sponsored Events.
• Possesses, maintains, and develops industry-specific technical knowledge.

Qualifications

• Bachelor’s Degree in Accounting or Finance preferred
• Three to five years of experience in relationship and investment management (specific to line of business: Retirement Plans, Personal Trust, Wealth Management)
• Strong written and verbal communication skills
• Ability to work with a wide range of client personalities and demographics
• Experience with High Net Worth clients a plus
• Organized and detail-oriented
• Must be able to multi-task and prioritize multiple deadlines
• Ability to work independently and in a team environment