Client Accounts Associate

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach:  To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay
• Generous time off
  • Employees receive three weeks of paid vacation plus 11 paid holidays each year.
  • Paid time off to volunteer in the community.
  • Paid employee and family sick leave.
  • Paid parental leave.
• 401(k) plan with 6% employer match and 100% immediately vested.
  • 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
• Career growth and development resources
• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
• Banking benefits
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: The Client Accounts Associate plays a vital role in the operational infrastructure of the wealth management practice, overseeing the full lifecycle of client investment accounts. This position is responsible for the accurate and compliant setup, maintenance, and closure of accounts, as well as processing asset transfers, maintaining cost basis records, and ensuring all custodial and internal systems are up to date. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Prepare, review, and process documentation for new account openings, maintenance requests (e.g., beneficiary updates, address changes, account linking), and account closures.
• Ensure all documentation is complete, accurate, and compliant with regulatory, custodial, and internal standards.
• Secure client signatures and coordinate with advisors and client service teams as needed.
• Track the status of account openings and closings, providing regular updates to all stakeholders.

• Monitor and track incoming and outgoing asset transfers, ensuring timely and accurate processing.
• Maintain accurate cost basis information across client accounts and resolve discrepancies in coordination with custodians and internal teams.

• Submit and track requests for system updates related to client information, account structures, or service preferences.
• Maintain data integrity across custodial systems and CRM platforms.

• Manage onsite vault requests, including secure handling and retrieval of physical documents and assets.
• Provide copies of client documents upon request, ensuring confidentiality and proper documentation.
• Work closely with client service teams, advisors, operations, and compliance to support account-related activities.

Education and Experience: Associate’s or Bachelor’s degree preferred. 2+ years of experience in financial services, preferably in account administration, client operations, or financial operations.

Required Skills and Knowledge: Strong understanding of investment account types, account documentation, and custodial platforms. High attention to detail and accuracy in a deadline-driven environment. Excellent organizational, documentation, and communication skills. A solid understanding of financial account structures, regulatory requirements, and a dedication to supporting both client and advisor needs with professionalism and efficiency. Ability to manage multiple account workflows and priorities simultaneously. Proficiency in Microsoft Office and CRM or portfolio management systems.

Required Licenses and/or Certifications: None.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position.  Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.