- US Bank (Minneapolis, MN)
- …MN** **with approximately 1 week every 4-5 weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to telephone ... accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee...commitment to high quality customer service + Strong time management skills to maximize the number of clients that… more
- Wells Fargo (Minneapolis, MN)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on...the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about… more
- BMO Financial Group (Minneapolis, MN)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- Wells Fargo (Minneapolis, MN)
- …to brokerage and trust accounts for Wealth and Investment Management clients. The Specialist will help support multi-channel branch office associates and ... this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within... as part of the Trade Settlement team within Wealth and Investment Management (WIM) Operations. This… more
- US Bank (Minneapolis, MN)
- …is a service and support representative functioning as the primary, daily contact between Wealth Management Trust , Banking, or Investment customers and US ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist . Works proactively… more