- Citigroup (Tampa, FL)
- …Agent, Intercreditor Agent, Indenture Trustee, and Paying Agent. Must possess strong client service and problem solving skills, ability to independently manage ... onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and...calls to existing and new customers of Agency & Trust . Qualifications: Minimum 6-year Corporate Trust… more
- UMB Bank (Salt Lake City, UT)
- …timely closing of transactions. + You will support the Specialty Corporate Trust Legal team by responding to client inquiries and answer questions regarding ... UMB's Specialty Corporate Trust team offers a variety...products and services to meet client expectations + You will route incoming customer correspondence… more
- Truist (Washington, DC)
- …EXECUTION: Responsible for developing and executing strategy for your area of responsibility within Corporate Trust and Escrow Services . Expected to be a ... to perform the essential functions. + Extensive knowledge of corporate trust and agency services ,...service with investments in innovation to create transformational client experiences. We believe the unique blend of human… more
- US Bank (St. Paul, MN)
- …**_Department: Wealth, Corporate , Commercial and Institutional Banking (WCIB) Operations - Corporate Trust - Product Operations - Corporate and ... Municipal_** This position works within the Global Corporate Trust business unit and is responsible...**Skills/Experience** + Working knowledge of investments, accounting transactions, and client service + Ability to interpret bond… more
- Regions Bank (Dallas, TX)
- …Responsibilities** + Manages the set-up, implementation, and administration of Corporate Trust Accounts + Oversees and provides exceptional service for ... section of the system. **Job Description:** At Regions, the Corporate Trust Relationship Consultant handles trust... needs including future opportunities and risk + Coordinates client service activities with other areas of… more
- Citigroup (Houston, TX)
- …for products covering Structured Finance and Structured Credit. Must possess strong client service and problem solving skills, ability to independently manage ... onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and...Agency & Trust . **Qualifications:** + Minimum 6-year Corporate Trust or comparable relevant experience in… more
- US Bank (St. Paul, MN)
- …**_Department: Wealth, Corporate , Commercial and Institutional Banking (WCIB) Operations - Corporate Trust - Product Operations - Corporate and ... experience **Skills/Experience** + Working knowledge of investments, accounting transactions, and client service + Ability to interpret bond financing documents… more
- M&T Bank (New York, NY)
- …2nd Line of Defense coverage to Wilmington Trust Corporate & Institutional Services : Corporate Trust Services , Capital Markets Agency Services ... on complex compliance risk management activities within the Institutional Client Services department of Wilmington Trust...Trust Indenture Act (TIA), FDIC Account Administration - Corporate Trust Accounts, Securities Exchange Act of… more
- Regions Bank (Hoover, AL)
- …attention to detail This position is on our Wealth Shared Services Client Solutions team and supports Institutional and/or Corporate Trust . _This ... + May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of… more
- US Bank (Boston, MA)
- …with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the ... seven years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of… more
- Citigroup (Tampa, FL)
- …banks, corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate Debt, Structured ... Understand and be able to explain core products and services as necessary to respond to client ...client facing team. Basic knowledge of Agency & Trust products. - Strong interpersonal skills related to … more
- M&T Bank (Baltimore, MD)
- …or Accounting and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist) certification if ... 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
- CTG (Wilmington, DE)
- CTG is seeking to fill a GCM Relationship Manager I/ Client Associate ( Corporate Trust ) opening for our client in Wilmington, DE. **Location:** ... + Research and resolve issues related to control and client service aspects of accounts to maintain...client relationships. + Participate in departmental projects and corporate initiatives as required. + Understand and adhere to… more
- Securitas Security Services USA, Inc. (Boston, MA)
- …personnel, visitors, and the area. Frequently our Security Officers will provide customer service and information to a client 's employees and customers. We are ... driven by a clear corporate culture and purpose, which helps us live according...actions. No experience necessary! If you have retail, food service or hospitality industry background you are a great… more
- Kelly Services (Farmington Hills, MI)
- …Analyst:** + Work with a premier financial institution renowned for its commitment to client service and industry leadership. + Be part of a dynamic team ... Trust Fiduciary Analyst to work for our financial client in Farmington Hills. With us, it's all about...movement. + Possess knowledge of regulatory requirements for a corporate fiduciary. + Have 5 years of experience utilizing… more
- JPMorgan Chase (New York, NY)
- …, and we have been specifically recognized for our succession planning, advice and trust services Job Responsibilities: + You will work with the Account Opening ... of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust ...out the firm's fiduciary duties and to provide superior client service + Assist Estate Officer to… more
- JPMorgan Chase (Miami, FL)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death ... out the firm's fiduciary duties and to provide superior client service . + Ability to partner with...to fiduciary relationships + Relevant experience focused in the Trust business; either at a corporate fiduciary… more
- JPMorgan Chase (Columbus, OH)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Assist Trust Officer to partner with client ... highly respected by external professional advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with… more
- JPMorgan Chase (Austin, TX)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime or upon his death ... out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors...of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary… more
- Enterprise Bank & Trust (Orlando, FL)
- …The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship... skills with the ability to cross-sale products and services . + Must maintain confidentiality of client … more