Client Service Specialist

Job Summary

The Client Service Specialist supports the day-to-day administration of client trust accounts. This role processes money movement, maintains complete and accurate records, reviews transactions against ERISA requirements and plan documents, and keeps clients and internal partners informed. The successful candidate is detail-oriented, responsive, and comfortable taking ownership of time-sensitive work. Experience in banking, trust administration, retirement plans, or a related financial field is helpful, as is a willingness to support clients and fellow employee-owners.

Responsibilities

• Money Movement & Wire Transfers: Authenticate, prepare, and execute high-value money movement requests—including federal wires, ACH transfers, and check disbursements—ensuring strict adherence to audit standards, risk protocols, and directed trust instructions.
• Client & Counterparty Communication: Serve as a clear, responsive operational point of contact for plan sponsors, Third-Party Administrators (TPAs), and financial advisors regarding transaction status, wire confirmations, and administrative inquiries.
• Relationship Management Partnering: Collaborate directly with Relationship Managers to manage client accounts, track pending transaction workflows, gather necessary documentation, and resolve operational bottlenecks.
• Plan Document Analysis & Compliance: Review and interpret complex ESOP and ERISA-governed Service Plan Documents, trust agreements, and operational frameworks to ensure all requested transactions comply with plan provisions.
• Trust Accounting & Audit Trail: Maintain precise records within the trust accounting system, ensuring full documentation, proper coding, and audit readiness for all non-deposit trust activities.
• Process Improvement & Quality Control: Identify operational efficiencies in money movement and plan document reviews, contributing to enhanced service delivery and control standards across the team

Core Competencies & Mindset

• Learning Agility & Critical Thinking: Curiosity to quickly master new concepts, ability to navigate ambiguity, and strong problem-solving skills to connect complex details and troubleshoot issues independently.
• Precision & Accountability: Highly detail-oriented with a commitment to maintaining accurate records, complete audit trails, and zero-error execution in risk-sensitive environments.
• Initiative & Self-Management: Takes proactive ownership of tasks, works effectively with limited supervision in a remote setup, and continuously looks for ways to improve operational processes.
• Client Focus & Communication: Delivers responsive, high-quality service, actively communicates progress and roadblocks, and collaborates effectively with internal teams, plan sponsors, and TPAs.
• Prioritization & Time Management: Ability to successfully manage competing priorities and simultaneous deadlines through effective planning, organization, and proactive communication. Maintains focus on key deliverables, adapts to shifting business needs, and consistently meets deadlines during both routine operations and seasonal or cyclical peak workload periods.

Required Qualifications

• Education: Bachelor’s degree in Business, Finance, Accounting, or a related field (or equivalent practical experience).
• Industry Experience: 2 or more years of relevant operational experience in business administration, banking, trust administration, retirement plan processing, financial services, or a related field.
• Systems Proficiency: Skilled in banking systems, and MS Office Tools.

Preferred Qualifications

• Plan & ERISA Literacy: Solid understanding of ERISA standards and employee benefit plans (ESOP experience strongly preferred), with proven ability to analyze complex Plan Documents and Trust Agreements to extract operational processing rules.
• Technology: Experience with CRM tools and document management software is a plus.
• Security & Integrity: High level of professional discretion in handling sensitive financial, trust, and client data.

About the Salary Ranges

Please note that the salary range mentioned in this job posting should serve simply as a guide. The final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's experience, skills, budget and location. Our company is committed to providing a fair, equitable, and competitive package that reflects the value an individual brings to the organization.

DISCLAIMER

This job posting is not a job description and is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization. This document in no way constitutes an offer of employment or a contract of employment. Ventura Trust reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.

*Ventura Trust provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type protected by federal, state, or local law.*

Pay: $60,000.00 - $85,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Retirement plan
• Tuition reimbursement

Education

* Bachelor's (Preferred)

Work Location: Remote