- UMB Bank (Sacramento, CA)
- 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
- Comerica (Costa Mesa, CA)
- …professionals and relationship managers to identify opportunities to cross-sell trust services to the bank's broader wealth management client base. Build and ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and … more
- Umpqua Bank (Walnut Creek, CA)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required ... and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust services and team management/supervisory experience, required +… more
- Robert Half Legal (San Marino, CA)
- …culture, philosophy, and background information necessary to provide and facilitate trust services . * Establish and maintain communication with families ... a special needs trust or a settlement trust . * Provide periodic reports to the corporate...Ability to serve as a coordinator or mobilizer of services , rather than as the direct provider. * Resourceful,… more
- Enterprise Bank & Trust (Chula Vista, CA)
- …and customer service skills with the ability to cross sale products and services + Must maintain confidentiality of client transactions and bank records + ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...of offering a full range of banking products and services as well as providing efficient and quality customer… more
- Grant Thornton (Los Angeles, CA)
- …taxes, taxation of international activity, and transfer pricing + Exceptional client service , communication, interpersonal, and presentation skills + Experience ... As the Corporate Tax Manager, you'll be a member of...at all levels to gather information and perform tax services + Gaining an understanding of client … more
- Enterprise Bank & Trust (Alhambra, CA)
- …and customer service skills with the ability to cross sale products and services + Must maintain confidentiality of client transactions and bank records + ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...I **Job Description:** **Summary:** Provides prompt, efficient, and friendly services to clients. Performs a variety of tasks such… more
- Amazon (San Francisco, CA)
- …into clear, actionable advice, with a solutions-oriented mindset. You build trust through your business savvy and thoughtful pragmatism. Further, you embrace ... supporting diverse client needs in an adaptable and situationally appropriate manner....arrangements Preferred Qualifications - Experience of a mix of corporate law firm and in-house work Amazon is an… more
- Umpqua Bank (Encino, CA)
- Commercial Client Services Representative Corporate ...deposit clients. Provide high level of client service for all products and services , to ... and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial… more
- Umpqua Bank (Roseville, CA)
- Commercial Client Services Representative Corporate ...deposit clients. Provide high level of client service for all products and services , to ... and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial… more