Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-Focused Trust & Estate Settlement Lead

Edward Jones HQ

Edward Jones in Tempe, AZ is seeking an Estate Settlement Trust Officer to administer trusts, estates and investment accounts, serving as the primary relationship manager for these accounts. You will onboard and close accounts, gather assets, review trust documents, and partner with financial advisors to deliver an exceptional client experience. Candidates should have a bachelor’s degree and 3+ years of trust and estate administration, with strong communication and organizational skills. #J-18808-Ljbffr Edward Jones

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client-Focused Trust & Estate Settlement Lead in Tempe, AZ vacancy
  •  ...digital experiences that help clients engage more effectively with their...  ...Technology, you will lead multiple product delivery teams...  ...scalable, secure, and client-focused technology solutions that improve...  ...outcomes.Proven ability to build trusted partnerships, influence... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Home office
    Flexible hours
    3 days per week

    Edward Jones

    Tempe, AZ
    20 hours ago
  •  ...Kestra Holdings offers industry-leading wealth management platforms...  ...and deliver exceptional client service. We combine advanced...  ...efficiency, and support. Our advisor-focused culture is built on...  ...internal workflows. Act as a trusted advisor to business leaders,... 
    Suggested
    Home office

    Kestra PWS

    Tempe, AZ
    2 days ago
  • $82k - $106k

     ...MUFG), one of the world’s leading financial groups....  ...a difference for every client, organization, and community...  ...to be the world’s most trusted financial group, it’s...  ...Fraud Investigation team focus on the investigation...  ...opportunities • Contribute to settlement recommendations •... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work

    MUFG Bank, Ltd.

    Tempe, AZ
    a month ago
  • $50k - $120k

     ...a residential HVAC Installer seeking a career-focused opportunity with uncapped earnings and the stability of a trusted local brand, look no further than Alaskan! Join...  ...software, Service Titan Engage with customer/client to inform them of issue, solution and outcome;... 
    Suggested
    Local area

    Alaskan Air Conditioning & Heating

    Tempe, AZ
    3 days ago
  • $139k - $217k

     ...RoleWells Fargo is seeking a Senior Lead Business Execution Consultant...  .... You will serve as a trusted advisor to senior executives,...  ...to accelerate growth, enhance client experiences, improve operational...  ...characteristic.Employees support our focus on building strong customer... 
    Suggested
    Full time
    Work experience placement
    Free visa

    Wells Fargo

    Chandler, AZ
    1 day ago
  • Overview As a Lead Estimator at Linesight, you will lead highly experienced...  ...to evolve. For us lasting trusted relationships are everything, both with our teams and our clients. The Opportunity In this role...  .... It’s our fresh thinking and focus on what matters that has led... 
    For contractors

    LineSight Inc

    Tempe, AZ
    4 days ago
  •  ...come first. With over 9 million clients and 20,000 financial advisors...  ...privately‑owned, placing the focus on our clients rather than shareholder...  ...rating. What You’ll Do Lead and develop a team by setting...  ..., and fostering a culture of trust, engagement, and... 
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    2 days ago
  •  ...Job Description Job Description Lead Orbital Welder – Stainless Steel & Welding Operations...  ..., the majority of your time will be focused on production and project welding. As the...  ..., experience, and alignment with our clients' needs. All qualified applicants will receive... 
    Monday to Friday

    Saltera HR

    Tempe, AZ
    23 days ago
  •  ...partner in the way work gets done for our clients’ organizations. Meeting clients where...  ...Job Description The Sourcing Lead III is a strategic sourcing expert who leads...  ...Stakeholder Management • Build and maintain trusted relationships with senior client... 
    Permanent employment
    Full time

    Allegis Global Solutions

    Tempe, AZ
    12 days ago
  •  ...Speech Therapy Team Leader Career Opportunity Lead Impactful Speech Therapy at Encompass Health...  ...leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150... 
    Full time
    Part time
    Flexible hours

    Encompass Health Rehabilitation Hospital of West Valley

    Tempe, AZ
    3 hours ago
  •  ...Lead Cook Requisition #: 672896 Location: Tempe, AZ, US Career...  ...the position may vary by location based on client requirements and business needs. Job...  ...belonging, or just a great place to work - our focus is helping you reach your full potential.... 

    Aramark

    Guadalupe, AZ
    5 days ago
  • $27.5 per hour

     ...Paid time off Training & development Lead Installer Closets by Design is a...  ...and build the team around them. Initially focused on driving their own installs, this role...  ...installers should display a commitment to client satisfaction by communicating in a friendly... 
    Work at office
    Monday to Friday

    Closets By Design of Phoenix

    Tempe, AZ
    a month ago
  • $104.65k - $174.48k

    Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the...  ...Because when that happens, we all win - clients, LPL, and most importantly our, employees...  ...- The Assistant Vice President will focus on leading departmental initiatives that... 
    Work from home

    LPL Financial

    Tempe, AZ
    1 day ago
  •  ...Nurse Practitioner with advanced expertise in Functional Medicine to join our team, focusing on hormone optimization, peptide therapy, and medical weight loss, while building long-term client relationships. You will perform comprehensive exams, review labs, develop... 

    RELIVE Health Paradise Valley

    Tempe, AZ
    4 days ago
  •  ...security for commercial and U.S. Government clients. Our Electronics Technicians are...  ...Summary: As a senior technician, the Lead Security Systems Technician is responsible...  ...administration, and advanced troubleshooting, with a focus on compliance and adherence to government... 
    Hourly pay
    Night shift

    Active Security Consulting

    Tempe, AZ
    20 hours ago
  •  ...take care of our residents, properties and clients. Property management may be our business,...  ...partnerships first Empower associates Focus on solutions Champion ideas that accelerate...  ...as one of the Best Workplaces in Real Estate™ Ranked second on the 100 fastest-growing... 
    Work at office
    Local area

    Avenue 5

    Tempe, AZ
    3 days ago
  • Job Description The IT Support Worker Lead is responsible for assisting management with administrative...  ...may vary by Aramark location based on client requirements and business needs. Job...  ..., or just a great place to work - our focus is helping you reach your full potential.... 

    Aramark Corporation

    Tempe, AZ
    5 days ago
  •  ...Hospital in Chandler, Arizona, a trusted partner in pet healthcare...  ...highest standard of medical care, focusing on prevention, advanced...  ...by Stefanie Gurley, DVM, the Lead Veterinarian. Our hospital has...  ...improvement of patient care and client service. This is a key leadership... 
    Temporary work
    Local area
    Flexible hours

    Chandler Gilbert Animal Hospital, LLC

    Chandler, AZ
    1 day ago
  •  ...Vision insurance Aire Serv is a trusted name in the field of heating and...  ...of our reputation for putting clients first and getting the job done right...  ...Respect, Integrity, and Customer Focus while having fun in the process! As a Lead Install Professional, you are a... 
    Hourly pay
    Weekly pay

    Aire Serv of east valley

    Mesa, AZ
    17 days ago
  • $75k - $125k

     ...looking for an experienced HVAC Install Lead to join our team. In this role, you will...  ...efficiently, delivering exceptional service to our clients. Key Responsibilities: Install HVAC...  ...inclusive, and dynamic work environment focusing on teamwork and employee satisfaction.... 
    Hourly pay
    Local area

    Hobaica Services

    Chandler, AZ
    4 days ago
  • A leading home improvement retailer in Tempe, Arizona is seeking a Senior Designer. This role involves leading design services, managing customer relationships, and providing expert design and flooring advice. Candidates should have a background in interior design, with... 

    Floor & Decor

    Tempe, AZ
    1 day ago
  •  ...liquidity characteristics, or present elevated client, operational, or regulatory risk.This role...  ...other specialized supervisory concerns. · Lead risk assessments and participate in...  ...proud to be privately-owned, placing the focus on our clients rather than shareholder returns... 
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    2 days ago
  •  ...OverviewOverview:The BHC Enablement & Capability Lead plays a critical role in strengthening...  ...people come first. With over 9 million clients and 20,000 financial advisors across the...  ...proud to be privately-owned, placing the focus on our clients rather than shareholder... 
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    3 hours ago
  •  ...measurable results. We're looking for a Lead Sales Representative who thrives in a fast...  ...products. Build long-term relationships with clients through exceptional service, follow-up,...  ...your own book of business, becoming a trusted advisor in your territory. Use... 
    For contractors
    Self employment

    Executive Financial Partners LLC

    Tempe, AZ
    8 days ago
  • $126k - $180k

     ...Group (MUFG), one of the world’s leading financial groups. Across the...  ...make a difference for every client, organization, and community we...  ...vision to be the world’s most trusted financial group, it’s part of...  ...Summary In this role you will focus on researching potential cybersecurity... 
    Full time
    Work at office
    Local area
    Remote work
    1 day per week

    MUFG Bank, Ltd.

    Tempe, AZ
    23 days ago
  •  ...PT license; clinical license is required. Lead Impactful Physical Therapy at Encompass...  ...by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide... 
    Full time
    Part time
    Flexible hours

    Encompass Health Rehabilitation Hospital of West Valley

    Tempe, AZ
    2 days ago
  • $85k - $125k

     ...help support you & your family's expanding goals! Our Install Leads have at least 2 years' of retro-fit experience with knowledge in...  ...~ Dedicated on-going training, support, and career growth! We focus on continued education through hands-on classroom & on-the-job... 
    Temporary work

    Collins Comfort Masters

    Tempe, AZ
    9 days ago
  •  ...Sell enterprise SaaS and platform solutions focused on incident management, crisis response,...  ..., and emergency management customers. Lead complex sales cycles from discovery...  ...performing software seller. Customers will trust you because you've experienced the challenges... 
    Contract work
    Remote work

    Honeywell

    Tempe, AZ
    3 days ago
  • $80 - $100 per hour

     ...actively searching for a full-time Lead Tax Preparer  with a positive...  ...for our bookkeeping clients and business tax returns. We also...  ...preparation and accounting CPA firm focusing on small businesses and...  ...can't. Our business is based on trust. Many of our clients look at us... 
    Full time
    Work at office
    Long distance

    STEVEN M VOGT CPA PC

    Chandler, AZ
    a month ago
  •  ...Alston Construction seeks a Superintendent to lead on-site activities in Tempe, AZ, coordinating crews and subcontractors to deliver...  ...to plans, specs, and safety standards while maintaining strong client relationships. The role requires a degree in Construction Management... 
    For subcontractor

    Alston Construction

    Tempe, AZ
    3 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Trust & Estate Settlement Lead. Be the first to apply!