- 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
- Wells Fargo (Las Vegas, NV)
- …**About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment ... based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources,...+ Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate… 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
- Enterprise Bank & Trust (Clayton, MO)
- …and deposits. Serves as a liaison between Planning Specialists, Wealth Advisors, Trust Officers, Client Service Assistants, and Operations. **Essential ... our communities.** **Together, there's no stopping you!** **Job Title:** AVP, Trust Operations - Account Specialist **Job Description:** **Summary** This… 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
- Regions Bank (Houston, TX)
- …including attention to detail This position is on the Funeral and Cemetery Trust Services team within Regions' Wealth Management department. _This position may ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to… more
- Wells Fargo (Philadelphia, PA)
- …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
- Wells Fargo (Charlotte, NC)
- …families. WIM is also a leading provider of trust , investment, and fiduciary services , including personal trust services . **Banking, Lending & Trust ... functions known as centers of excellence to support all client coverage channels. **Banking, Lending, & Trust **...excellence by creating a culture of innovation, product excellence, client service and risk mitigation. **About this… 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
- Charles Schwab (Austin, TX)
- …by integrity, by visibility and by advocacy of our clients' best interests. **As a Client Service Specialist , you are responsible for** + Assisting in the ... 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
- Capital One (Columbus, OH)
- 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 (Memphis, 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
- US Tech Solutions (St. Louis, MO)
- **Job Description:** The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key ... in Wealth with specialized concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance… more
- US Bank (Minneapolis, MN)
- …knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust services + Thorough knowledge of fiduciary services and ... St. Paul, MN** **with approximately 1 week every 4-5 weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to… more
- Edward Jones (St. Louis, MO)
- …The posting may close early due to the volume of applicants. **Team Overview:** Trust Operations is seeking a Business Support Specialist II to lead initiatives ... them are the measure of everything we do. And Service and Operations divisions are at the center of...the department. This role will collaborate closely with the Trust Company to enhance client experience. **What… more
- Enterprise Bank & Trust (St. Louis, MO)
- …with Bank policies and procedures and legal/regulatory requirements + Maintains existing client relationships by addressing any customer service needs and ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...there's no stopping you!** **Job Title:** Electronic Banking Wire Specialist I (Hybrid Eligible: KS, MO) **Job Description:** **Summary**… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** The Client Service Specialist will work across a portfolio of brands to develop growth strategies and ... hybrid role based in New York City_ . The Client Service Specialist report to...e-commerce strategies are aligned with overall business strategy. The Client Services Specialist will work… more
- Columbia Bank (Redding, CA)
- Client Service Specialist Retail Banking Group Redding, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,...the first point of contact for most clients, the Client Service Specialist (Teller) plays… more
- Columbia Bank (Santa Barbara, CA)
- Client Service Specialist I Retail Banking Group Santa Barbara, California **Description** **About Us:** At Columbia, we create a great place to work by ... this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,...the first point of contact for most clients, the Client Service Specialist (Teller) plays… more
- Banc of California (Escondido, CA)
- …a variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA ... a broad range of loan and deposit products and services , with full- service branches throughout California and...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support + Provide phone support… more