- Regions Bank (Dallas, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative ... Strong analytical and problem-solving skills, including attention to detail Paralegal, Trust Operations, Investment Operations, Wealth Management Operations and… more
- Truist (Dallas, TX)
- …Level / 1 - 3 years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust , investment, banking or financial planning-related ... investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers… more
- Regions Bank (Dallas, TX)
- …logging into the careers section of the system. **Job Description:** At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead ... the area's Wealth and Trust Assistants to ensure quality...information to the assistant team, ensuring consistency across the Wealth Management function + Assists Relationship Teams… more
- Charles Schwab (Westlake, TX)
- …business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Charles Schwab (Fort Worth, TX)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Truist (Dallas, TX)
- …functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client service ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
- Wells Fargo (Dallas, TX)
- …advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Charles Schwab (Westlake, TX)
- …work on site in the specified location(s). As a Fixed Income Service Senior Specialist , you would operate in a dual capacity to support our Regional Bond Specialists ... clients that align to their goals. We also partner with the client's wealth planning team for identified business development opportunities. + Build strong client… more