Senior Trust Officer - Fiduciary & Client Relations
Texas Capital Bank - Richardson
Texas Capital Bank seeks an experienced fiduciary services professional to manage administration for assigned accounts, coordinating with beneficiaries, advisors, and legal teams. The role emphasizes prudent decision-making, risk management, and compliance with governing documents and Texas Capital policies. Collaboration with Private Bank partners will expand fiduciary relationships and service excellence. #J-18808-Ljbffr Texas Capital Bank
- ...and delivering for our clients, teammates, communities... ...is committed to an in-office culture that supports collaboration... ...for managing a book of fiduciary and investment... ...management and trust accounts and working with... ...and legal requirements related to client accounts and...SeniorWork at officeFlexible hoursShift workDay shift
- ..., 201 South Phillips Avenue Private Client Assistant Trust Officer - Private Client South Dakota Trust... ...compliance with legal, regulatory, and fiduciary standards. Liaise with clients,... ...facilitate trust operations. Prepare trust-related documentation, reports, and...SuggestedFlexible hours
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact with clients, agencies, advisors, and partners on laws and options concerning...Senior
- ...days) to receive an alert: Trust Officer Location: Topeka -TOPE Areas... ...Financial has been helping clients achieve their financial goals... ...institutional portfolio management and fiduciary tax services, we deliver... ...’s Degree in business or related field of study and 3-5 years...SuggestedLocal areaWorldwide
$70k - $80k
...Osaic Careers Trust Officer Opportunity in Trust Services Premier Trust... ..., based on a number of job-related factors, including location,... ...trusts. Establish and maintain client data Initiate and/or assist... ...: Certified Trust and Fiduciary Advisor (CTFA) #J-18808-Ljbffr...SuggestedFull timeWork at officeImmediate start$300k - $400k
...years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth... ...individuals and families on complex estate and fiduciary tax matters. Candidates must be licensed to practice...SeniorPrivate practice- ...that works for our clients, with highly... ...Managing all aspects of fiduciary administration for... ..., customer’s trusted advisors, and the... ...Commercial Banking or related field preferred Formal... ...influence at more senior levels of the... ...Headquartered in Dallas with offices in Austin, Fort...Work experience placementImmediate startDay shift
$138.82k - $163.32k
...headquarters in Santa Ana, California and offices in New Jersey, Texas, Florida, Japan,... ...experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As... ...feels as premium as the collections they trust us with. Just as importantly, you'll...SeniorFull timeWork at officeRemote workWorldwideFlexible hoursShift work- Cherry Bekaert LLP is seeking an Audit Senior Manager to lead the delivery of audit and assurance services for a diverse client portfolio in San Antonio. You will serve as a trusted advisor to business leaders, guide engagement success, and develop high-performing teams...Senior
- JTC Group in Boston, MA is seeking a Sr. Administrator to support Client Services, delivering excellent customer service and guiding... ...procedures and process improvements. The role includes administering trust and escrow, and Like Kind Exchange administration, with emphasis...Senior
$85k - $93k
...Janus Henderson is to help clients define and achieve... ...Results | Truth Builds Trust If our mission, values,... ...you! Your opportunity A Senior Analyst role within the... ...user of the Microsoft Office suite of applications Basic... ...Code of Ethics related to personal securities...SeniorWork at officeFlexible hours- Worldpay is seeking a Senior Client Relations Account Manager to join our Enterprise Operations team and help shape the future of global commerce. You’ll own one or more client relationships, serve as the primary contact for problem resolution, and coordinate with internal...Senior
$91.9k - $138.7k
...Description Ready to take your career global? Make your mark at one of the biggest names in payments. We’re looking for a Senior Client Relations Account Manager to join our ever evolving Enterprise Operations team and help shape the future of global commerce. What you...SeniorFull time- Trust Officer role at BOK Financial Corporation in Topeka, KS oversees personal trust, custody, estate and IRA accounts within fiduciary standards and policy. You will administer accounts, build client relationships, and coordinate with advisors while ensuring compliance...
- ...firm in Kentucky is seeking a Project Manager to oversee various client projects. The role requires a Bachelor’s in engineering and at... ...possess strong communication skills and proficiency in Microsoft Office. This role also involves travel, overtime, and potential access...SeniorWork at office
- Vet Teaching Hospital Client Relationship Officer Below you will find the details for the position including... ...with the accessibility of materials related to this search are encouraged to... ...this position? No Is this a Position of Trust? Yes Does this position have operation...Full timePart timeWork at officeWeekend work
$67.87k - $99.84k
...obligation to effectively manage compliance and related risks within the UMB family of... ...monitoring and other mandated programs. As a Fiduciary Compliance Analyst, you will assist with... ...Auditor (CIA)You have experience supporting trust, fiduciary, wealth management, or...Work experience placementLocal areaFlexible hours- ...Technology, Data Science, IT, and Model Governance.Perform other related duties as assigned.Required Qualifications, Capabilities and... ...world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over...Senior
- About Northern Trust As a global leader in innovative... ...and to provide to our clients and the communities we... ...Advisor manages complex fiduciary and wealth management client... ...clients. As a senior member of the service team... ...acquired through significant related work experience...SeniorWork experience placementH1bLocal areaWorldwideFlexible hours
- Senior MBS Portfolio Manager (Senior Portfolio Officer) Job #: req38142 Organization: World Bank Group... ...Markets; Asset Management; Client Solutions & Structuring;... ...and outreach related to the financing and hedging... ...Partnership (RAMP) clients, trust funds, and Financial Intermediary...SeniorInternshipWork at officeLocal areaWorldwide
- ## Fiduciary Advisor SrApplylocations: KY - Louisville... ..., KY.PNC is an in-office company that... ...of how types of trusts operate individually... ...the benefit of clients in family relationships... ...and compliance-related issues for... ...recommendations for senior management or committee...SeniorFull timeTemporary workPart timeWork experience placementWork at office
- ...in Naples, FL is seeking attorneys at Senior Associate, Senior Counsel, or Member (Partner) level to join the Trust & Estate Practice. The team serves individuals... ...wills, trusts, estate planning, and related tax matters, emphasizing client relationships and teamwork. Ideal...Senior
- TIAA, together with Nuveen, seeks a Lead Trust Administrator to lead a team responsible for administering trusts and estates for affluent clients. You will guide fiduciary decisions, ensure compliance with risk controls, and collaborate with Wealth Advisors to grow key...Senior
- ...lineage, data quality, reconciliations, and related controls.· Support ad hoc reporting,... ...analytical toolsProficiency in other Microsoft Office ProductsDesired / Plus: Experience with... ...way, we maximize our ability to serve client needs and anticipate market changes. Societe...SeniorWork at office
$99k - $129k
## Senior Regulatory Affairs SpecialistApplyremote type: Fully Remotelocations... ...* Anticipate regulatory and related obstacles and emerging issues... ...company that creates trusted solutions that detect, predict... ...opportunities remotely, at our office, in manufacturing, and in locations...SeniorFull timeWork at officeRemote work- EP Wealth Advisors, LLC in Seattle seeks a Senior Client Relationship Associate to partner with our wealth advisory, financial planning, and internal support teams, contributing to client satisfaction, retention, and growth. You will join a team focused on integrity, excellence...Senior
- Northern Trust Corp seeks a Relationship Advisor in Houston to manage fiduciary and agency client relationships, delivering high-quality fiduciary services in collaboration with the service team. You will guide clients on goals-based wealth management and coordinate with...Senior
$103.3k - $141k
...and authorize drug shipments to clinical sites Performs other job related duties as assigned Requirements: BS/BA degree AND 4+ years of... ...community. We take accountability. We speak up. COLLABORATION: We trust one another. We are inclusive. We are respectful. We are...SeniorLocal area$84.9k - $120.57k
...compliance as well as any internally identified procedures assigned related to inventory of assets. Assist in Physical Security... ...Midwestern states. At Xcel Energy, we strive to be the preferred and trusted provider of the energy our customers need. If you’re ready to be...SeniorTemporary workFor contractorsLocal areaFlexible hours- HighTower Advisors, LLC is seeking a Senior Wealth Advisor to deliver personalized, fiduciary guidance and comprehensive financial planning for our clients within the Hightower network. You... ...planning discussions, while building trust with prospects and existing clients...Senior
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