- Columbia Bank (Greenwood Village, CO)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required ... and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust services and team management/supervisory experience, required +… more
- Robert Half Finance & Accounting (Pike Creek, DE)
- … client relationship management skills. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with trust administrative ... Initiate the auditing process . Source and build prospect client pipeline . Build strong relationships with outside wealth...experience . MUST be proficient in MS Excel . Trust or Financial services industry is also… more
- Columbia Bank (Scottsdale, AZ)
- …activities that provide opportunities to form business relationships with candidates for trust services . + Administer accounts in a satisfactory manner, ... direct contact with potential business sources. They provide exceptional service to existing trust clients. This role...will act as the quarterback on relationships pertinent to client subject matter requirements. + Perform a variety of… more
- AON (Washington, DC)
- Aon is hiring for a Director - Corporate Governance - Hybrid, DC! The focus on corporate governance has never been higher! We take a holistic approach to every ... us an efficient one-stop shop for every type of corporate governance need. Aon is in the business of...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- Grant Thornton (Cleveland, OH)
- …more, confidently. Your day-to-day may include: + Supervising the efforts of multiple client services teams on client engagements; planning, executing, ... taxes, taxation of international activity, and transfer pricing + Exceptional client service , communication skills, interpersonal, and presentation skills +… more
- Grant Thornton (Denver, CO)
- …taxes, taxation of international activity, and transfer pricing + Exceptional client service , communication, interpersonal, and presentation skills + Experience ... Grant Thornton is seeking a Corporate Tax Manager to join our team in...at all levels to gather information and perform tax services + Gaining an understanding of client … more
- JPMorgan Chase (Columbus, OH)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... management of closely held assets, and ensure the delivery of exceptional service to our clients. Your role will involve strategic planning, business development,… more
- CIBC (New York, NY)
- …**Weekly Hours** 40 **Skills** Accounting, Analytical Thinking, Business, Capital Markets, Client Service , Corporate Finance, Finance, Financial Analysis, ... arm of CIBC provides integrated capital markets products, investment banking advisory services , corporate lending and top-ranked research to corporate ,… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description Financial Services company located in the Wilmington Delaware area is looking to staff a Sr. Trust Tax Accountant with a strong background in ... in reference to the tax implications of actual or proposed trust activity, coordinate with tax department on development initiatives and transactions,… more
- JPMorgan Chase (Tampa, FL)
- … focused products to enhance adoption + Plan and own commercialization of new services with internal Sales, Service and onboarding colleagues. + Succeed in a ... that resonate with clients. As a Product Manager in Trust & Safety, you are an integral part of...launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency,… more