Wealth Trust Concierge Specialist - Hybrid
eTeam
eTeam is seeking a Trust Specialist based in Charlotte, NC (Hybrid to include Frisco, TX) for a 12+ month engagement. You will provide concierge-level service to Trust clients and partners, handling onboarding, money movement, and ongoing servicing with defined SLAs. You will counsel beneficiaries on settlement matters, monitor account activity, and prepare client reports. This role focuses on centralized client service with no in-person contact requirements. #J-18808-Ljbffr eTeam
Vacancy posted 2 days ago
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