• Private Wealth Management

    US Bank (Greenwich, CT)
    …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
    US Bank (06/28/25)
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  • Customer Care Specialist (Service Center…

    UMB Bank (Hartford, CT)
    …and point of contact for Mainstream call center agents, branch representatives, Private Wealth advisors, Program Administrators and internal Business Partners to ... professionalism in all internal and external interactions including all Mutual Funds, Private Wealth , and Consumer Loans clients and customers. **How you… more
    UMB Bank (07/22/25)
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