- Regions Bank (Dallas, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative ... organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned This position… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative ... and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of time and is… more
- Charles Schwab (Westlake, TX)
- …and introduces clients to additional Schwab services as their needs evolve. As a Client Relationship Specialist (CRS), you will pursue this mission through ... is a key component of our business strategy. Our Client Relationship Specialist will pursue...through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to… more
- Charles Schwab (Frisco, TX)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both...through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to… more
- Charles Schwab (Westlake, TX)
- …Advisory Investment Advisors. The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust , and Estates that among other things ... specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team… more
- Wells Fargo (Austin, TX)
- …Officer (Senior Fiduciary Specialist ) on the Estate Settlement Administration Team in Trust Client & Advisor Services as part of Wealth and Investment ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
- Xerox (San Antonio, TX)
- Client Retention Specialist **General Information** Press space or enter keys to toggle section visibility City San Antonio State/Province Texas Country United ... become a key player in reshaping how we connect with our clients. As a Client Retention Specialist , you'll be engaging with Xerox and prospective clients across… more
- Wells Fargo (Austin, TX)
- …fiduciary accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...including time and priority management + Collaborate effectively with relationship team members, client 's advisors and other… more
- Truist (Dallas, TX)
- …1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client service experience, or ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years of ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7-66-\_25029611) **Job Description:** At Bank of America, we are… more