- 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 (Las Vegas, NV)
- …**About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment ... based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources,...+ Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate… more
- M&T Bank (Baltimore, MD)
- …year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong skills ... trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust ...base, serving as primary point of contact for the client ; make recommendations for services to correct… more
- Enterprise Bank & Trust (Clayton, MO)
- …and deposits. Serves as a liaison between Planning Specialists, Wealth Advisors, Trust Officers, Client Service Assistants, and Operations. **Essential ... our communities.** **Together, there's no stopping you!** **Job Title:** AVP, Trust Operations - Account Specialist **Job Description:** **Summary** This… more
- Charles Schwab (Westlake, TX)
- …model and an outstanding work environment. We value partnership, integrity, exceptional client service , open communication, and adaptability to change. + ... income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a...environment + Strong verbal and written communication, listening, interpersonal, client service , networking and analytical skills +… more
- Regions Bank (Houston, TX)
- …including attention to detail This position is on the Funeral and Cemetery Trust Services team within Regions' Wealth Management department. _This position may ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to… more
- Wells Fargo (Philadelphia, PA)
- …Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of ... and families based on needs related to banking, custom lending, and trust services . These bank specialists leverage resources, valuable research, relationships,… more
- Wells Fargo (Charlotte, NC)
- …families. WIM is also a leading provider of trust , investment, and fiduciary services , including personal trust services . **Banking, Lending & Trust ... functions known as centers of excellence to support all client coverage channels. **Banking, Lending, & Trust **...excellence by creating a culture of innovation, product excellence, client service and risk mitigation. **About this… more
- Edward Jones (St. Louis, MO)
- …to influence meaningful change, champion automation, and help shape the future of trust services . **What You'll Do:** + Lead and execute business initiatives ... them are the measure of everything we do. And Service and Operations divisions are at the center of...with stakeholders across the Operations Division and Edward Jones Trust Company to lead initiatives that enhance client… more
- Columbia Bank (Denver, CO)
- Trust Operations Specialist I Specialty Banking Denver, Colorado **Description** **About Us:** At Columbia, we create a great place to work by offering a unique ... for business. Together for better. **About the Role:** A Trust Operations Specialist is responsible for the...Ensure all transactions are processed accurately and according to client instructions. + Ensure all documentation related to the… more
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