- Wells Fargo (Palm Beach, FL)
- …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
- Chemung Canal Trust Company (Elmira, NY)
- …We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to ... year + Employee Assistance Program and more! Job Tittle: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan servicing… more
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position… more
- Bank of America (Chicago, IL)
- Client Service Associate Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Client - Service - Associate \_25042984) **Job Description:** Merrill Wealth… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 26 years....7 AM to 4 PM, Monday through Friday) Keyword: Client Service Associate From: Coldstream… more
- Zions Bancorporation (San Diego, CA)
- …"Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. The ** Client Service Associate Lead** leads the daily activities of ... Associates at California Bank & Trust work in a relationship-centered culture where they...client service associates (tellers) in **La Jolla, CA** . If… more
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