- Truist (Winter Park, FL)
- …to advisor/regional managing director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain positive ... working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for … more
- Truist (Winter Park, FL)
- …the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the … more
- First Horizon Bank (Orlando, FL)
- …ensuring all technical support needs are addressed in a timely fashion. Specialist must be able to communicate with clients in a clear, professional and ... articulate manner. Specialist must be committed to timely resolution of simple...due to frequent problems. + Provide client training and support on the use of TM Products. + Other… more