- M&T Bank (Chicago, IL)
- …appropriate recommendations regarding design and administration of institutional and/or corporate trust accounts. + Assist senior account representative(s) ... base, serving as primary point of contact for the client ; make recommendations for services to correct...focus on Finance, Business, Economics or Accounting CCTS (Certified Corporate Trust Specialist) certification if corporate… more
- M&T Bank (Wilmington, DE)
- …or Accounting and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist) certification if ... 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
- US Bank (St. Paul, MN)
- …with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the ... more years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of… more
- UMB Bank (Baton Rouge, LA)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and ... transactional needs. Our team provides bond trustee and agency services to municipal and corporate /ABS issuers of...This role is responsible for administrative support to existing corporate trust clients, responding to client… more
- UMB Bank (Houston, TX)
- UMB's Corporate Trust and Escrow Services ...+ You will collaborate with internal groups across UMB's Corporate Trust teams to ensure client ... to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to...complex administrative issues and providing support to senior level client staff. This position will provide day to day… more
- Citigroup (New York, NY)
- …M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized Agency Sales Team, with individual ... Finance, Structured Finance and Depositary Receipts markets. The Agency & Trust team, within Issuer Services , delivers specific transaction services… more
- Bank OZK (Little Rock, AR)
- …the Managing Director in administration and oversight of Corporate Trust duties. Provides high-quality fiduciary and administrative services to clients ... and may provide leadership to Corporate Trust team members. Researches and addresses compliance concerns in conjunction with the Managing Director. Essential Job… more
- M&T Bank (Wilmington, DE)
- …Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to ... control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to… more
- Regions Bank (Hoover, AL)
- …principles + Conducts Annual Administrative and Compliance Reviews for clients + Coordinates client service activities with other areas of the organization + ... section of the system. **Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth...position is responsible for retaining and providing support and service to their existing client relationships. **Primary… more
- Amazon (Herndon, VA)
- …engage with AWS customers who require specialized security solutions for their cloud services . Region Services Corporate Infrastructure (RSCI) is looking for ... Utility Computing (UC) provides product innovations - from foundational services such as Amazon's Simple Storage Service ...from the most successful startups to Global 500 companies trust our robust suite of products and services… more
- Citigroup (Tampa, FL)
- …Specialist will be responsible for managing various workstreams within the Client Services team, including directing new account implementations, investments, ... corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate ...Sales and Transaction Management team to execute delivery of service across Agency and Trust transactions. +… more
- JPMorgan Chase (New York, NY)
- …and we have been specifically recognized for our succession planning, advice and trust services . **Job Responsibilities:** * Analyze Wills and trust ... of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust ...out the firm's fiduciary duties and to provide superior client service . * Ability to partner with… more
- JPMorgan Chase (New York, NY)
- …of families and individuals. When JPMorgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime or upon his death ... been specifically recognized for our succession planning, advice and trust services . The Global Trusts & Estates...out the firm's fiduciary duties and to provide superior client service . + Ability to partner with… more
- JPMorgan Chase (Miami, FL)
- …order to prudently carry out the firm's fiduciary duties and to provide superior client service * Partner with client 's other advisors (attorney, ... of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust ...team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family… more
- JPMorgan Chase (Newark, DE)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death ... out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors...of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary… more
- First Horizon Bank (Raleigh, NC)
- …and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines of ... Be able to identify clients' operational needs and bank products/ services to meet these needs and establish proficiency. +...GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service… more
- Enterprise Bank & Trust (Kansas City, MO)
- …The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship... skills with the ability to cross-sale products and services . + Must maintain confidentiality of client … more
- Enterprise Bank & Trust (Arnold, MO)
- …the Treasury Management Representative and the Relationship Managers to develop stronger client relationships. + Provides customer service for lobby and phone ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...communities.** **Together, there's no stopping you!** **Job Title:** Financial Services Representative II **Job Description:** **Summary:** Financial Services… more
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... individual investors, the business also provides retirement products and services , brokerage and banking services including trusts...analysis and judgment + Client Servicing - client knowledge, gains the trust and confidence… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services . Our approach to wealth management means ... on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including… more