- First Horizon Bank (Brentwood, TN)
- …**Location:** Onsite a location listed on posted. **Summary:** The primary function of the Trust Client Specialist is to provide general and clerical ... and business detail. This particular job is in the Trust Division where the individual will assist Trust...Serve as a liaison between the Administrator and the Client and also as the liaison between these two… more
- US Tech Solutions (Brooklyn, OH)
- …or global issues and work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily IBX and OBI reports. + ... General maintenance and system messaging. + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust … more
- Wells Fargo (Philadelphia, PA)
- … Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
- Regions Bank (Memphis, TN)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned… more
- Capital One (Columbus, OH)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented ... & Transparency: Scale and build upon existing programs like the Customer Trust Center, providing customers with self- service access to relevant security,… more
- Regions Bank (Baton Rouge, LA)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to ... + May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of… more
- US Tech Solutions (St. Louis, MO)
- **Job Description:** The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key ... in Wealth with specialized concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance… more
- AON (FL)
- Aon is looking for a Client Service Specialist I ! As a Client Service Specialist you will contribute to the success of our industry-leading PEO ... the world. As an organization, we are united through trust as one inclusive team and we are passionate...documents and policies. 2569370 Aon is looking for a Client Service Specialist I !… more
- WTW (Chicago, IL)
- **Description** The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... in WTW systems to complete the onboarding process. The Client Onboarding Specialist will liaise with the...+ Manage the transition of work to the ongoing service team + Serve as a process expert and… more
- H&R Block (Warrington, PA)
- …where you live, work, and play, our door is always open. A Typical Day As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for ... of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role...and empathetic manner. + Strong interpersonal skills with a client -first mindset and the ability to build trust… more
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