INTRUST Bank, founded in 1876, is a privately held, family‑led institution that offers personal and business banking, as well as wealth‑management solutions. The bank’s core focus is delivering personalized, reliable financial services that have remained consistent across five generations of leadership. Its distinctive value proposition centers on a culture of honesty, respect, compassion, and community stewardship, which guides every customer interaction and internal decision. By hiring for character and fostering a collaborative environment that emphasizes growth, meaning, balance, and teamwork, INTRUST maintains the trust of customers, employees, and partners alike.
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.
INTRUST Bank, founded in 1876, is a privately held, family‑led institution that offers personal and business banking, as well as wealth‑management solutions. The bank’s core focus is delivering personalized, reliable financial services that have remained consistent across five generations of leadership. Its distinctive value proposition centers on a culture of honesty, respect, compassion, and community stewardship, which guides every customer interaction and internal decision. By hiring for character and fostering a collaborative environment that emphasizes growth, meaning, balance, and teamwork, INTRUST maintains the trust of customers, employees, and partners alike.