- Jacobs (Boston, MA)
- …and business acumen, negotiation skills, and strategic listening abilities necessary to build trust and solve complex client issues. Jacobs is an Equal ... Your primary focus will include: * Develop and execute high-impact client engagement strategies and comprehensive pursuit plans focused on securing new… more
- Regions Bank (Atlanta, GA)
- …+ May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- US Tech Solutions (St. Louis, MO)
- …in Wealth with specialized concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance ... **Job Description:** The Trust Specialist works on a centralized team and...defined SLA's. Service is provided by phone without in-person client contact or direct client alignment. **Key… more
- World Wide Technology (New York, NY)
- …most complex challenges. **Areas of focus will include:** **Value Creation** + Build trust -based relationships with Client Executives and team members + Engage ... with priority opportunities for improved teaming and increased visibility. **The Client Services Director should possess the following required skills:** 1. **_Work… more
- Wells Fargo (Austin, TX)
- …concepts and principles, including trust accounting and elements of a trust + Execute on complex client requests, including money movement, investment ... improvements + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service, and risk management +… more
- AON (Chicago, IL)
- …and selling small to medium engagements. + Responsible for interacting and establishing trust with client contacts and enhancing individual utilization. + Assist ... and selling small to medium engagements. + Responsible for interacting and establishing trust with client contacts and enhancing individual utilization. + Assist… more
- Regions Bank (Little Rock, AR)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory… more
- Regions Bank (Houston, TX)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory… more
- Edward Jones (Tempe, AZ)
- …and trust terms with beneficiaries and financial advisors + Managing client service with other Trust Company and Operations associates, branch teams, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...to the volume of applicants. **Team Overview:** Edward Jones Trust Company provides a full range of trust… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client . This role will consist of ensuring accurate and timely ... preparation of trust tax returns, as well as providing tax planning...Identify and mitigate potential risk issues . Assist with client tax filing . Initiate the auditing process .… more