- JPMorgan Chase (Fort Worth, TX)
- …to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust & Estate ... Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure… more
- Huntington National Bank (Austin, TX)
- …Summary: As part of Huntington Bank's Private Client Group, the Corporate Trust Client Service Specialist 1 provides first-class client support to ... with client contracts and other Huntington departments, provides client support for trust accounts, and monitors accounts to ensure objectives are being met… more
- UMB Bank (Austin, TX)
- …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
- JPMorgan Chase (Dallas, TX)
- …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
- Wells Fargo (Austin, TX)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. +… more
- World Wide Technology (Dallas, TX)
- …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
- Regions Bank (Dallas, TX)
- …May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... cross-sell trust services to the bank's broader wealth management client base. Build and maintain strong relationships with internal stakeholders across Comerica… more
- Comerica (Austin, TX)
- …serving as an account administrator in a specific area of expertise to include trust administration, investments or insurance in a client service capacity + 6 ... Job Description Trust Advisor IV - Ultra High Net WorthOur...account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document,… more
- Sedgwick (Bedford, TX)
- …and maintain client /3rd party relationships + Strengthen clients' brand & maintain trust between client and 3rd parties + Update customer database systems ... various buyback vehicle activities or reimbursement activities on behalf of the client , including but not limited to: mailing, calling, emailing and faxing… more