- KeyBank (Brooklyn, OH)
- …auditors, outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary ... oversight responsibilities associated with all legal, reporting aspects and client issues/resolution involving the following: trust /custody, benefit… more
- M&T Bank (Falls Church, VA)
- …oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Wells Fargo (Austin, TX)
- …concepts and principles, including trust accounting and elements of a trust . + Execute on client requests, including money movement, investment ... solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service, and risk management. +… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …and facilitating interdepartmental coordination to support the department's objectives in trust services and client relationship management. Key Responsibilities ... Execute precise data entry and management within internal systems, including inputting client information, trust documents, fee engagements, and contacts into… more
- KeyBank (Brooklyn, OH)
- …service and communications -Works with Field Sales Team to retain and expand existing client relationships - Reviews client Trust and/or Will and advises ... and estate legal and tax related issues - Applies sound fiduciary judgment to trust and estate settlement matters ** Client Management:** - High level customer… more
- Access Dubuque (Dubuque, IA)
- …& Butler/ SISCO Customer Service Representative - Level 3 Fidelity Bank & Trust Client Service Representative Cottingham & Butler/ SISCO Bilingual Member ... Seasonal Client Service Representative **Cottingham & Butler/ SISCO** 1...Posted On 02/11/2025 Refreshed On 12/04/2025 **Job Overview** **Seasonal Client Service Representative** **What our Seasonal Client … more
- US Tech Solutions (Brooklyn, OH)
- …General maintenance and system messaging. + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust ... Research the most complex issue's pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction . **Marginal Or… more
- UMB Bank (Boston, MA)
- ** Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, ... for clients, including assessment of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. + Maintain current… more
- Robert Half Legal (Newport Beach, CA)
- …+ Strong discovery and motion practice background + Experience or interest in trust /probate litigation + Client -facing demeanor with a desire to grow into ... Description Respected OC Mid-Sized Firms Seeks Trust Litigation Attorney - Lifestyle firm LOW BILLABLES...practice, this full-service firm has a thriving caseload, loyal client base, and a strong footprint in Southern California,… more
- KeyBank (Brooklyn, OH)
- …auditors, outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary ... responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements,… more