- Robert Half Finance & Accounting (Mountain View, CA)
- …AUM in just the last year-demonstrating exceptional investment performance and continued client trust . The Role: The Client Service Associate will play a ... improvement initiatives Requirements Ideal Candidate: + 3+ years of experience in a client service or operations role within an RIA or financial planning firm +… more
- Columbia Bank (Walnut Creek, CA)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required ... Trust Market Manager Wealth Management South Jordan, Utah...Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the… more
- US Bank (Los Angeles, CA)
- …based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions ... business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of… more
- UMB Bank (Sacramento, CA)
- …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
- City National Bank (Irvine, CA)
- …customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to… more
- Robert Half Legal (Newport Beach, CA)
- …probate and estate litigation practice. With more than three decades in practice, this full- service firm has a thriving caseload, loyal client base, and a strong ... discovery and motion practice background + Experience or interest in trust /probate litigation + Client -facing demeanor with a desire to grow into partnership +… more
- Robert Half Legal (San Ramon, CA)
- Description We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance ... to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …and client satisfaction + Excellent presentation, communication, and customer service skills + Team-oriented, possess a positive attitude and work well with ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...Banking Unit by building and developing new and expanded client relationships. Consults with customers and prospects about their… more
- CIBC (San Francisco, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized support to ... also support Family Office Executives and Senior Relationship Managers in providing exceptional client service . _At CIBC we enable the work environment most… more
- Enterprise Bank & Trust (Cerritos, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected… more