- UMB Bank (Albany, NY)
- 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
- Truist (New York, NY)
- …review the following job description:** JOB SUMMARY The Account Analyst I of Corporate Trust Escrow Services Administration is responsible for participation ... in corporate trust and escrow services account administration, compliance,...and applications. + Proven experience in account administration and client service . + Must be transfer agent… 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
- 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
- KeyBank (Albany, NY)
- …+ Applies sound fiduciary judgment to trust and estate settlement matters ** Client Management:** + High level customer service and communications + Works ... corporate fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High-Net-Worth...with Field Sales Team to retain and expand existing client relationships + Reviews client Trust… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …Responsible for managing the Wealth Operations Department to provide efficient and accurate trust accounting record keeping, and reporting services for the bank ... and subsidiaries and affiliates ensuring the client experience is being delivered exceptionally to each ...the Wealth Operations Department to provide efficient and accurate trust accounting, record keeping, and reporting services .… more
- Tompkins Community Bank (Ithaca, NY)
- …organizational skills and ability to prioritize tasks + Strong writing, interpersonal and client service skills + Proficient computer skills and knowledge of ... is flexible to work at be located at our Corporate Headquarters office in Ithaca, NY, or Syracuse, NY,...bill payment, request for checks, transaction activity, marketing and client support . Provide exceptional service to… more
- Grant Thornton (Melville, NY)
- …taxes, taxation of international activity, and transfer pricing + Exceptional client service , communication, interpersonal, and presentation skills + Experience ... Grant Thornton is seeking a Corporate Tax Manager to join our team in...at all levels to gather information and perform tax services + Gaining an understanding of client … more
- Chemung Canal Trust Company (Elmira, NY)
- …awareness of new business opportunities with clients. Actively refers clients to appropriate client service personnel. + Maintains an approved level of cash. ... Provides exceptional customer service to new and established financial institution clients,...features and benefits of all company consumer products and services in order to ascertain client needs… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking Officer at ... five (5) years of experience in a sales and service . + Experience in a business banking or commercial...prospects with regards to Canandaigua National Bank products and services . + Attend outside events as a representative of… more