- US Bank (Walnut Creek, CA)
- …what you excel at-all from Day One. **Job Description** Private Wealth Management ( PWM ) Universal Assistant is a service and support representative functioning ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- US Bank (Seattle, WA)
- …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....identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of … more
Locations:
California,
Washington
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