A Trust Company is looking for a Client Relationship Specialist to join their team.

Must haves:

- A minimum of 3 years previous experience as a Private Banker, Trust Officer/Advisor, Financial Advisor, Relationship Manager, Wealth Manager, or similar so they are familiar with handling the needs of affluent clientèle.

- Be able to provide exceptional "white glove" concierge-like service to clientèle to maintain and grow the relationship.

- Meet or exceeds quality expectations set forth by the company

- Exceptional customer service skills

- The ability to communicate effectively, both in written and verbal communication

- Computer skills

- Proficiency in MS Word, Excel, Outlook

- HubSpot experience desired but not a requirement; similar CRM platform experience required.

This position is full time, direct hire position paying $55K - $65K a year plus benefits. Must be bondable and pass a criminal background check.







Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.