- Access Dubuque (Dubuque, IA)
- …Branch) Dupaco Community Credit Union Customer Service Representative Fidelity Bank & Trust Client Service Representative (CSR) Kunkel & Associates, Inc. ... Customer Service Representative **Fidelity Bank & Trust ** 1 Positions ID: 2807240 Posted On 10/21/2024 **Job Overview** **Join Our Dynamic Team as a Customer … more
- Access Dubuque (Dubuque, IA)
- …Branch) Dupaco Community Credit Union Customer Service Representative Fidelity Bank & Trust Client Service Representative (CSR) Kunkel & Associates, Inc. ... of financial statements, billing and deposit entries, tracking for client renewals and research for client questions....- Governmental Advisory Services - Remo Eide Bailly Customer Service Representative Fidelity Bank & Trust **Share… more
- Access Dubuque (Dubuque, IA)
- …Branch) Dupaco Community Credit Union Customer Service Representative Fidelity Bank & Trust Client Service Representative (CSR) Kunkel & Associates, Inc. ... - Governmental Advisory Services - Remo Eide Bailly Customer Service Representative Fidelity Bank & Trust **Share...Bailly Customer Service Representative Fidelity Bank & Trust **Share this Job** Dupaco Community Credit Union **About… more
- JPMorgan Chase (Houston, TX)
- …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
- Truist (Charlotte, NC)
- …Fiduciary Director is accountable for the performance of all teammates (team leads, Center Trust Advisors and Client Service Specialists) in their respective ... oversight, coaching, development and performance of Team Leaders, Center Trust Advisors and Client Service Specialists 3. Responsible for the coordination… more
- Access Dubuque (Dubuque, IA)
- …Repair Sedona Staffing Services Customer Service Representative Fidelity Bank & Trust Client Service Representative Express Employment Professionals News ... & Sports Reporter/Photographer FT Cascade Pioneer (A Division of WCI) Client Service Representative (CSR) Kunkel & Associates, Inc. Painter and Prep Sedona… more
- Access Dubuque (Dubuque, IA)
- …Grand River Medical Group Customer Service Representative Fidelity Bank & Trust Client Service Representative Express Employment Professionals Client ... Service Representative (CSR) Kunkel & Associates, Inc. Client Service Representative Cottingham & Butler/ SISCO... Service Representative Cottingham & Butler/ SISCO Customer Service Representative Fidelity Bank & Trust **Share… more
- Bank OZK (Little Rock, AR)
- Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative support to Fiduciary Officers. Essential Job Functions + ... correspondence, as requested; + preparation of discretionary request documentation for trust committees; + processing internal transactions and postings; + support… 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
- 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 ... including attention to detail This position is on our Wealth Shared Services Client Solutions team and supports Institutional Trust . _This position may be… more
- First Horizon Bank (Memphis, TN)
- …skills on computer applications for word processing, spreadsheets, and databases/systems * The Trust Client Specialist will ensure adherence to all policies and ... at location listed in job posting. **Summary** : Assist the Vice President and Trust Real Estate Manager in the administration of daily tasks for all real-estate… more
- US Bank (St. Paul, MN)
- …from these customers to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education, ... 60 days past due. Delivers a level of customer service commensurate with level of fee revenue in order...- Five to eight years of experience in corporate trust and sales activities or related field Preferred Skills/Experience… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …assessing, managing, monitoring, and reporting risks of all types. DUTIES AND RESPONSIBILITIES: + Client Service if˜Partner with a Trust Officer to ... effectiveness and efficiency in achieving the highest client service standards if˜Partner with the Trust Officer to resolve client issues if˜Ensure 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 (Boston, MA)
- …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
- 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
- Regions Bank (Mobile, AL)
- …+ Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include… more
- Robert Half Finance & Accounting (Seattle, WA)
- …Collaborate with attorneys, financial advisors, and other stakeholders to create and execute trust strategies that meet client objectives. * Prepare and review ... estate laws and industry best practices to ensure high-quality service delivery. * Participate in business development efforts, such...such as networking and marketing initiatives, to expand the client base. * Utilize trust accounting skills… more
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