- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to support the Trust Client Service in working with the Bank's outsource partner, FIS, ... providing trust and custody services. Provide support and assistance to Trust Client Service employees using the FIS technology implemented for this… more
- CIBC (San Francisco, CA)
- …beneficiary information in trust accounting system. + Partner with Relationship Managers, client service managers and the Senior Trust Advisor to provide ... in a team environment; ability to build collaborative working relationships with Senior Trust Advisor, Relationship Managers, Client Service Managers and… 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 ... 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
- Bank OZK (Dallas, TX)
- …works collaboratively with other members of Trust and Wealth in executing client service and deliverables, as applicable. + Conducts effective internal and ... and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides...meets with clients ensuring that a high level of client service is provided, and strong … more
- Banfield Pet Hospital (Wake Forest, NC)
- …Relationships, Integrity & Trust , Action Oriented, Strong Communication Skills, Client Service Skills, Priority Setting, Time Management CAPABILITIES AND ... S UMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity… more
- M&T Bank (Baltimore, MD)
- …disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. ... minimum of 1 year relevant work experience with direct client contact Strong focus on customer service ...minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist)… more
- Citigroup (Tampa, FL)
- …Agent, Intercreditor Agent, Indenture Trustee, and Paying Agent. Must possess strong client service and problem solving skills, ability to independently manage ... negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in … more
- Enterprise Bank & Trust (Olathe, KS)
- …our communities.** **Together, there's no stopping you!** **Job Title:** Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM) **Job ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...and bank staff with online banking functions and resolving client requests. **Essential Duties and Responsibilities:** + Respond to… more
- Commerce Bank (St. Louis, MO)
- …to Private Client , Portfolio Management, and other departments within Commerce Trust + Organize and file client correspondence and account paperwork, handle ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Regions Bank (Hoover, AL)
- …+ May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of ... and oral communication skills + Good organizational and customer service skills + Good analytical and problem-solving skills, including...position is a part of the Wealth Shared Services Client Solutions team that focuses on Trust … more
- TIAA (Frisco, TX)
- … Processor TCSG is responsible for managing a centralized team of non- client facing Trust Specialists and Administrative Assistants accountable for providing ... superior customer service to Trust clients and key partners...Support specialized in the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or… more
- JPMorgan Chase (Brooklyn, NY)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Citigroup (DE)
- …a plus + 2-5 years financial services experience in a client service capacity. Direct fiduciary or trust related experience a plus. + Outstanding ... Worth clients to administer their trusts and achieve the client 's specific trust and estate planning objectives....and agency accounts, discretionary and directed. + Provide superior client service and develop deep relationships with… more
- M&T Bank (North Palm Beach, FL)
- …oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best… more
- M&T Bank (Burlington, VT)
- … client relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment ... + Serve as primary point of contact for the client on the trust account relationship, communicate...new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with… more
- DA Davidson Companies (Lincoln, NE)
- …accounts. Analyze and interpret legal instruments; Apply sound fiduciary judgment to trust matters.*Identify and resolve client issues arising in the course ... of administration of an account and provide professional service to satisfy client needs.*Review and approve...facilitate the acquisition of new business and promote Davidson Trust Co. services.*Identify client needs based on… more
- DA Davidson Companies (Portland, OR)
- …agency accounts. Analyze and interpret legal instruments; Apply sound fiduciary judgment to trust matters.* Identify and resolve client issues arising in the ... course of administration of an account and provide professional service to satisfy client needs.* Review and...facilitate the acquisition of new business and promote Davidson Trust Co. services.* Identify client needs based… more
- UMB Bank (Kansas City, MO)
- …customer service , including anticipating client needs, clear communication, effective client meetings and meeting client service level standards to ... Trust Advisor team is one part of the client relationship team that is available to our high...increase revenue from assigned book of accounts through quality client service , leading to referrals for new… more
- Bank of America (Boston, MA)
- …discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... The PBA manages the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries,… more
- Citigroup (DE)
- …and have an understanding of the provisions in order to effectively assist the client and their advisors in achieving specific trust and estate objectives. + ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...Communicate effectively with the client and/or the client 's attorney on all trust and estate… more