- Recruitify (Los Angeles, CA)
- …manage trust funding and allocation. Candidates with experience in law firms, trust companies, or private client service groups are strongly encouraged ... Oversee trust funding, asset allocation, and ensure compliance with trust documents. Client Collaboration: Work directly with attorneys, fiduciaries, and… more
- Bridges Trust Company (Omaha, NE)
- …new business and retain existing clients. Our ideal candidate will provide excellence in client service to a complex book of fiduciary clients and will have ... adding team members who align with our values of trust , service , excellence, and performance. As a...management and servicing of assigned complex accounts where Bridges Trust Company is named as fiduciary, balancing client… more
- Enterprise Bank & Trust (Santa Fe, NM)
- …of supporting our communities. Together, there's no stopping you! Job Title: Bilingual Client Service Officer (Remote Eligible: AZ, KS, MO, NM) Job Description: ... Enterprise Bank & Trust was founded in the spirit of entrepreneurship...customer calls and emails, addressing both deposit and loan service requests. Provides operational support to lobby staff with… more
- EisnerAmper LLP (New York, NY)
- …autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We ... dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong...the future. As one of the largest and fastest-growing service lines at our firm, we try to make… more
- Whittier Trust (Los Angeles, CA)
- …owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... portfolio management or foundation services. PERSONAL CHARACTERISTICS Strong people skills Client service focus Effective verbal and written communication skills… more
- First Option Bank (Overland Park, KS)
- …trust department clients, fostering strong, long-term relationships and delivering outstanding client service . - Conduct regular meetings with clients to ... needs. - Excellent interpersonal and communication skills, with a strong client service orientation. - Demonstrated leadership abilities, with experience… more
- Regions Financial Corporation (Orlando, FL)
- …accounts Ensures that account administration complies with fiduciary principles Coordinates client service activities with other wealth management partners ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include… more
- First Horizon (Knoxville, TN)
- …Description: -Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop ... Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary… more
- Regions Financial Corporation (Nashville, TN)
- …procedures May create and organize PowerPoint presentations and Excel spreadsheets May attend client meetings with Trust Officers and perform special projects as ... the careers section of the system. Job Description: At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Northern Trust (Chicago, IL)
- … service requests from clients and partners; executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate ... About Northern Trust : Northern Trust , a Fortune 500...service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.… more
- Bancroft Staffing Partners (New York, NY)
- …a strategic service line while mentoring junior staff and delivering exceptional service to an elite client base. You will manage complex compliance, provide ... income tax, estate/gift tax, and generation-skipping transfer tax Experience managing client relationships and reviewing trust and estate returns Strong… more
- Deutsche Bank (New York, NY)
- …guardianships, and special needs trusts. You will have strong experience in fiduciary client service as well as administering multigenerational trusts. What We ... and professional licenses are preferred (CTFA/CFP) Experience in fiduciary client service Knowledge and skills in the...service Knowledge and skills in the areas of trust & estate administration, estate planning strategies, and income,… more
- Northern Trust (Miami, FL)
- …(but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of ... institutions by remaining true to our enduring principles of service , expertise, and integrity. With more than 130 years...to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …ability to work additional hours as needed. Summary: SUMMARY: The AWM Trust Officer 2 is primarily responsible for the administration, development, and maintenance ... of less complex trust and IRA accounts and providing administrative services to...current and appropriate condition while soliciting new business from client base. Establish a call plan and work closely… more
- PNC Financial Services Group, Inc. (Louisville, KY)
- …to contribute to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Fiduciary Advisors organization, you will be based in ... will also partner and support a Fiduciary Advisor responsible for managing a Trust book, and will involve policy/procedure and risk management tasks. The ideal… more
- Enterprise Bank & Trust (Olathe, KS)
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... Qualifications: Strong math and problem solving skills Excellent interpersonal and customer service skills with the ability to cross sale products and services Must… more
- Rockland Trust (Plymouth, MA)
- Job Description As a Relationship Banker at Rockland Trust , you are tasked with building and fostering strong relationships that serve to deliver an energetic ... you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and offering… more
- Enterprise Bank & Trust (Phoenix, AZ)
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... Description: Summary: Develop and manage new commercial loan accounts and client relationships while enhancing existing customer relationships. To achieve this, it… more
- Gallagher (Chicago, IL)
- …but not an exact match, we encourage you to apply. Overview We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer ... empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk...Gallagher can provide. How you'll make an impact The Client Service Manager I is accountable for… more
- BNY Mellon (Los Angeles, CA)
- VICE PRESIDENT, OPS CLIENT SERVICE I At BNY, our culture...the role of VICE PRESIDENT, OPS CLIENT SERVICE I to join our CONVENTIONAL TRUST team. ... (PNFP) client accounts to include the following duties: monitors client inquiries, coordinates debt service bond payments, monitors portfolio's compliance… more
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