- First Horizon Bank (Maryville, TN)
- …pressure and meet deadlines, while maintaining a positive attitude and providing exemplary client service . Must have ability to manage multiple processes and be ... investigation process and advises on actions for resolution while working to ensure Service Level Agreements are maintained. Manages escalated client issues that… more
- First Horizon Bank (Knoxville, TN)
- …in isolating and reproducing issues. Essential Duties and Responsibilities: The Digital Technology Associate is the true voice of the client and are at ... forefront of delivering a superior experience to our clients. The Digital Technology Associate works both individually and in a team environment to ensure clients'… more
- First Horizon Bank (Maryville, TN)
- …a thorough understanding of industry best practices and First Horizon's commitment to trust , security, and service excellence. Additional aspects of the position ... and Risk, to drive projects that modernize processes, improve accuracy, and enhance client experience. In this role, you will be responsible for analyzing complex… more
- First Horizon Bank (Memphis, TN)
- …reporting and analysis as needed. The ideal candidate demonstrates exceptional client -focused service , analytical skills, project management expertise, and the ... system access management, user-acceptance testing, and production certification. This associate plays a key role in identifying solutions for production… more
- Wells Fargo (Austin, TX)
- …solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service , and risk management. ... **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo |...(Word, Excel, and Outlook) skills + Experience in a client facing environment + Customer service experience… more
- US Tech Solutions (Brooklyn, OH)
- …of fiduciary accounts while maintaining an optimal level of client service . Provide sales support to the Trust Officer. **Essential job functions:** ... information to clients through correspondence, telephone communications and conferences. + Resolve client requests and refer complex inquiries to Trust Officer.… more
- JPMorgan Chase (Chicago, IL)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Assist Trust Officer to partner with client ... account base in an effort to avoid and minimize service and operational issues. + Work with Tax Officers...external professional advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer… more
- KeyBank (Brooklyn, OH)
- …auditors, outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary ... endowment funds, public fund and/or Taft Hartley clients in administrative capacity or other client service roles. + Demonstrated strong client service … more
- KeyBank (Indianapolis, IN)
- **Location:** 10 West Market Street - Indianapolis, Indiana 46204 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team ... from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. + Identify opportunities to retain and expand… more
- US Bank (Gresham, OR)
- …conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client base where the bank is acting ... as trustee, agent or custodian. Provides high level customer service to clients and beneficiaries relating to these accounts. May collect and interpret data to… more
