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Regional Trust Specialist for Onboarding HNW Trusts

Role, Inc.

Role, Inc. is looking for an Associate Regional Trust Specialist to help onboard high net worth clients at Fidelity Personal Trust Company. The successful candidate will educate clients and associates about trust services, ensuring compliance and offering guidance throughout the process. Applicants should have a college degree, at least 5 years of experience, and strong analytical skills. This role allows for independent work and requires excellent communication capabilities to thrive in a team-oriented environment. #J-18808-Ljbffr Role, Inc.

Vacancy posted 2 days ago
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