- First Horizon Bank (Hickory, NC)
- …**Location: Onsite at the location listed.** **Summary:** The primary function of the Trust Client Specialist is to provide general clerical administrative ... relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist...Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- US Tech Solutions (Brooklyn, OH)
- …or global issues and work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily IBX and OBI reports. + ... General maintenance and system messaging. + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust … more
- M&T Bank (Baltimore, MD)
- …year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong skills ... trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust ...base, serving as primary point of contact for the client ; make recommendations for services to correct… more
- TIAA (Frisco, TX)
- …**Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC The Trust Client Interactions Specialist works on a centralized ... could be extended based on company business needs. The Trust Specialist works on a centralized team...account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client… more
- M&T Bank (Costa Mesa, CA)
- …relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong skills ... trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust ...base, serving as primary point of contact for the client ; make recommendations for services to correct… more
- Wells Fargo (Chicago, IL)
- …returns and delivers outstanding client service . The Special Needs Trust Advisory Specialist is responsible for growing the credibility and enhancing the ... Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO))...reputation of Special Needs Trust Services internally and externally. Contribute to… more
- Charles Schwab (Westlake, TX)
- …model and an outstanding work environment. We value partnership, integrity, exceptional client service , open communication, and adaptability to change. + ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...environment. + Strong verbal and written communication, listening, interpersonal, client service , networking and analytical skills. +… more
- Wells Fargo (Winston Salem, NC)
- …Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of ... and families based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources, valuable research, relationships,… more
- Charles Schwab (Phoenix, AZ)
- …model and an outstanding work environment. We value partnership, integrity, exceptional client service , open communication, and adaptability to change. + ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...environment + Strong verbal and written communication, listening, interpersonal, client service , networking and analytical skills +… more
- State of Colorado (Denver, CO)
- Trust Policy & Recoveries Specialist Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/5044040) Apply Trust Policy & Recoveries ... driving value for Colorado. We are looking for a Trust Policy & Recoveries Specialist to join...medical assistance benefits, and advises county staff, clients, and client representatives on the impact of trust … more
- Wells Fargo (Minneapolis, MN)
- … Officer (Senior Fiduciary Specialist ) on the Estate Settlement Administration Team in Trust Client & Advisor Services as part of Wealth and Investment ... and families based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources, valuable research, relationships,… more
- Wells Fargo (San Francisco, CA)
- …Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment management. Working at ... and families based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources, valuable research, relationships,… more
- Communities Connected for Kids (Port Saint Lucie, FL)
- **Description** As a Master Trust Specialist at Communities Connected for Kids, you will work with other dedicated professionals who share your passion for ... you referred them to + Salary for the master trust specialist position starts as high as...Current Balance sheet with monthly deposits/withdrawals + Submits monthly client trust balances and 6-month accounting activity… more
- Charles Schwab (Austin, TX)
- …integrity, by visibility and by advocacy of our clients' best interests. **As a Senior Client Service Specialist , you are responsible for** + Assisting in ... services . For mid-to large sized companies, Schwab offers full- service retirement plans featuring complete retirement services ...goals and guiding principles. + Supporting a team of Client Service Managers responsible for our clients'… more
- Zions Bancorporation (Los Angeles, CA)
- …bring the opportunity. Zions Bancorp has just opened an opportunity for a **Corporate Trust Administrator Specialist ** in the Corporate Trust Group located ... necessary to** **:** + Provide a variety of administrative services to trust account relationships + Assist...outside the company regarding administrative issues related to the trust operations. + Prepare calculations (rates, debt service… more
- Columbia Bank (Denver, CO)
- Trust Operations Specialist I Specialty Banking Denver, Colorado **Description** **About Us:** At Columbia, we create a great place to work by offering a unique ... for business. Together for better. **About the Role:** A Trust Operations Specialist is responsible for the...Ensure all transactions are processed accurately and according to client instructions. + Ensure all documentation related to the… more
- Thrivent Financial (Appleton, WI)
- …them live the life they want today-and tomorrow. Job Summary The Trust Administration Specialist is primarily responsible for managing account administration ... Job Responsibilities and Duties + Must effectively prioritize workflow and multiple priorities from trust officers based on client needs. + Work in a team… more
- Regions Bank (Nashville, TN)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned… more
- Capital One (Richmond, VA)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented ... & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self- service access to relevant security,… more
- Regions Bank (Atlanta, GA)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... + May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of… more