- First Horizon Bank (Hickory, NC)
- …**Location: Onsite at the location listed.** **Summary:** The Wealth and Trust Services Client Specialist provides sales and administrative support ... administrative and business detail. The Wealth and Trust Services Client Specialist will...relationship from onboarding to day-to-day account management, compliance and client service . Strong communication, attention to detail,… more
- M&T Bank (Wilmington, DE)
- …activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify ... trust relationships within an assigned book of client trust accounts through demonstrated proficiency and...new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with… more
- Citigroup (New York, NY)
- …driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating ... for Citi's clients to meet their trust service needs. The Trust Services ...+ Collaborate skill set focusing on positive outcomes for client -facing roles (Bankers, Wealth Planners, Advisors). +… more
- TD Bank (Boston, MA)
- …and Capital Markets. The role includes leading as President of TD Private Client Wealth , LLC. TD Bank's Registered Investment Advisor and Broker Dealer. ... TD Wealth **Job Description:** The Head of Wealth Product, Investment Strategy and Trust owns...(eg security based lending, deposit solutions, sweep as a service ) ensuring alignment with advisor and client … 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 ... and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,...team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family… more
- Regions Bank (Orlando, FL)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for...the Advisor is responsible for retaining and providing advisory services and support to their existing client … more
- JPMorgan Chase (Newark, DE)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors with respect to the ... JP Morgan is appointed as corporate trustee of a trust , whether created by a client during...also partner with Wealth Advisors for new trust business and cross-selling of JPM products/ services .… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration… more
- US Tech Solutions (Brooklyn, OH)
- …Research the most complex issue's pertaining to each Operational Area in Trust -Statement Preparation, proprietary system, Wealth Portal and Wealth ... work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily...of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations.… more
- Commerce Bank (Kansas City, MO)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... management, private banking and trust administration services . Our approach to wealth management means assembling a team of seasoned wealth management… more