- US Bank (Minneapolis, MN)
- …and discover what you excel at-all from Day One. **Job Description** The Trust Concierge Team provides high quality customer service by responding to telephone ... accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee...commitment to high quality customer service + Strong time management skills to maximize the number of clients that… more
- Wells Fargo (Minneapolis, MN)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the...Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- US Bank (Minneapolis, MN)
- …operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management , Select and TAS segments. Fiduciary Specialist Level IV ... responsibilities + Serve as a subject matter expert regarding trust and fiduciary matters + Partner with Business, Legal...advice) 6+ years WM business experience - any level ( wealth advisor, tax, account administration, management , sales,… more
- US Bank (St. Paul, MN)
- …legal practice, fiduciary advisory). + Minimum of 10 years of experience in HNW/UHNW wealth management (eg, wealth advisory, tax, account administration, ... on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- Wells Fargo (Minneapolis, MN)
- …Lead Fiduciary Advisory Specialist (LO)) responsible for offering personalized advice and wealth management related to Special Needs Trusts for HNW and UHNW ... returns and delivers outstanding client service. The Special Needs Trust Advisory Specialist is responsible for growing...Contribute to the growth of the wealth management business by promoting Special Needs Trust … more
- Wells Fargo (Minneapolis, MN)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * ... a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody,...role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers… more
- Carrington (St. Paul, MN)
- …our amazing team and work remote from home!** The Part Time Homeowner Specialist serves as the central hub of communications, promoting cross-sell opportunities for ... Engages clients with friendly, personable, and clear communication, building client trust and loyalty with the goal of establishing lifelong relationships with… more