- M&T Bank (New York, NY)
- …oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- UMB Bank (Albany, NY)
- …experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall ... UMB's Corporate Trust and Escrow Services is a nationally recognized...activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This… more
- EFI Global (Albany, NY)
- …environments and have a proven track record of driving growth through technical expertise and client trust , we want to hear from you. Success in this role means ... engineering, fire investigation, and environmental loss? We're looking for a ** Client Services Manager** to spearhead our business development efforts and cultivate… more
- CTG (Buffalo, NY)
- …Professional knowledge, social skills, flexibility, and commitment to winning and maintaining client trust . + Willingness to travel. Excellent verbal and written ... to support our growth, we are hiring a **Senior Client Partner - Technology Sales** to go out and...and quota. + Lead pursuit teams to create effective client solutions that win business and meet strategic goals.… more
- JPMorgan Chase (New York, NY)
- …opportunity to manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This...thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and… more
- JPMorgan Chase (Rochester, NY)
- …of 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 ... Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in… more
- Comerica (New York, NY)
- …serving as an account administrator in a specific area of expertise to include trust administration or investments in a client service capacity + 5 years ... Job Description Trust Advisor I - Special Needs SolutionsThe ...approval, drafts responses to incoming correspondence and any other client requests to ensure compliance with the governing document,… more
- World Wide Technology (New York, NY)
- …most complex challenges. **Areas of focus will include:** **Value Creation** + Build trust -based relationships with Client Executives and team members + Engage ... with priority opportunities for improved teaming and increased visibility. **The Client Services Director should possess the following required skills:** 1. **_Work… more
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... critical analysis and judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/Personal Effectiveness - clear and… more
- Comerica (New York, NY)
- …serving as an account administrator in a specific area of expertise to include trust administration, investments or insurance in a client service capacity + 4 ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document,… more