- Comerica (New York, NY)
- …area of expertise to include trust administration or investments in a client service capacity + 5 years of experience utilizing Microsoft Office Products ... Job Description Trust Advisor I - Special Needs SolutionsThe ...to the organization on behalf of clients and coordinate service activities with other areas of the organization. Position… more
- Comerica (New York, NY)
- …area of expertise to include trust administration, investments or insurance in a client service capacity + 4 years of business development experience in ... as well as the services of their Financial Advisor, delivered through a customized, service -driven model. The Trust Advisor I is responsible for serving as a… more
- 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 ... to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best… more
- JPMorgan Chase (Rochester, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Ability to partner with client 's other advisors ... When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death through a provision… more
- JPMorgan Chase (New York, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . * Ability to partner with client 's other advisors ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...advisors. * Ability to work in a team-based environment. ** Client Relationship Management** * Estate Officers must develop relationships… 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
- Raymond James Financial, Inc. (New York, NY)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...working relationships through communication and personal meetings with the client the Financial Advisor and the client 's… more
- Truist (New York, NY)
- …Every decision we make starts with this belief in better. **Touch. Technology. Trust ** Truist is combining distinctive personal service with investments in ... solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities… more
- UMB Bank (Albany, NY)
- …are appropriate. + You will collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered ... UMB's Corporate Trust and Escrow Services is a nationally recognized...transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems,… more
- Amazon (New York, NY)
- …generate a positive ROI for our advertising partners. As part of Advertising Trust 's Policy & Integrity team, you will have high visibility across Amazon business ... policy issues to clients through collateral and training. Attend client meetings as necessary. * Share sales timelines, needs...collaborative relationships across other policy teams within the Ad Trust Policy team, across Ads Trust , the… more