- Umpqua 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
- 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
- TIAA (Redwood City, CA)
- ** Trust Operations Principal Kaspick** The Trust Operations Principal Kaspick role is responsible for execution of daily and monthly processing within the ... Trust Accounting and Portfolio Management Systems. The position is...Duties** + Manages accurate processing and recordkeeping for all client , donor, beneficiary, program, profile, gift, disbursement, cash, tax,… 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 Francisco, CA)
- …is proactive, compassionate, and eager to contribute to a team that values both client service and professional excellence. Robert Half is the world's first and ... law firm with more than 20 years of dedicated service in estate planning, trust administration, and...deadlines + Maintain detailed and accurate case files and client records + Communicate with clients, financial institutions, and… 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
- 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
- Enterprise Bank & Trust (Chula Vista, 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 ... and services as well as providing efficient and quality customer service . **Essential Duties and Responsibilities:** + Handles multiple transaction types such… more
- Enterprise Bank & Trust (Anaheim, 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 ... + Strong math and problem solving skills + Excellent interpersonal and customer service skills with the ability to cross sale products and services + Must… more