- Wells Fargo (Walnut Creek, CA)
- …solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service , and risk management. ... Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part...customers at the center of everything we do. Help us build a better Wells Fargo. It all begins… more
- Columbia Bank (Los Angeles, CA)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required ... role you will be responsible for directing the assigned trust office with the objective to achieve office goals,...Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the… more
- Robert Half Legal (Newport Beach, CA)
- …US job openings must be legally authorized to work in the United States . Benefits are available to contract/temporary professionals, including medical, ... practice. With more than three decades in practice, this full- service firm has a thriving caseload, loyal client...and motion practice background + Experience or interest in trust /probate litigation + Client -facing demeanor with a… more
- BMO Financial Group (San Francisco, CA)
- …wealth management, and trust solutions. We are seeking highly experienced and client -focused applicants to join our Trust team as a Director, Trust ... In this role, you will manage an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts. You… more
- Truist (San Francisco, CA)
- …or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift ( United States of America) **Please review the following job ... any communications. If you already have a profile with us , you can log in to check status.** Need...description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets,… more
- City National Bank (Los Angeles, CA)
- …properties, and special financial assets. (ie, notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague ... * TRUST ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY?...more detailed look at our [Benefits and Perks](https://careers.cnb.com/benefits). ABOUT US Since day one we've always gone further than… more
- Capital One (Sacramento, CA)
- … & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self- service access to relevant security, ... Senior Manager, Customer Trust & Field Security Specialist - Capital One...the GTM team, supporting sales and account managers in client -facing discussions and presentations. + Industry Thought Leadership: Represent… more
- City National Bank (Los Angeles, CA)
- …and maintain accurate account and departmental documentation, files, and records. * Provide client service by responding and researching client and colleague ... and submit documents related to account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as,… more
- Ankura (CA)
- …process + Cultivate and maintain long term relationships with clients by delivering elite client service and engaging them by using knowledge of each industry ... excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing...been involved in some of the largest cases in US history. Our experts apply decades of experience and… more
- City National Bank (Los Angeles, CA)
- …in their portfolio. Partners with client facing colleagues in proactive client service /communication and sales activities. WHAT WILL YOU DO? * Provides ... providing oversight of property operations (oversight of 3rd party service provider selection/performance/retention, rent collection, expense payment, oversight of… more