Trust Client Specialist
First Horizon
Trust Client Specialist Job Category: Wealth Management Location: On site at the First Horizon Commercial Wealth & Mortgage Center, 1039 2nd Street Northeast, Hickory, NC 28601, USA Summary: The primary function of the Trust Client Specialist is to provide general clerical administrative support to an individual or small group of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc. Responsibilities: Various aspects of account maintenance, including but not limited to opening and closing accounts following Trust procedures, setting up contact records, setting up statements in the Trust system, setting up disbursement and receipt ticklers, maintaining account coding. Preparation of various forms under the guidance of the Trust Officer. Processing various cash transactions using Trust and bank systems, including but not limited to processing incoming checks, paying bills for clients, disbursements to clients, account-to-account transfers. Initiating and monitoring asset transfers between institutions. Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets). Scanning and uploading various documents needed for compliance purposes and providing requested documentation for audits. Direct client contact, serving as a liaison between the client and Trust Officer as well as other departments of the bank. Being organized, meeting deadlines, and processing requests with accuracy. Serving in a back-up role in the absence of the Trust Officer. Supporting and contributing to new business development efforts in the bank through client contact and referrals while promoting the appropriate company image and maintaining a professional attitude. Performing general office duties and providing team/departmental support as needed. Requirements: High school diploma or GED and 3-5 years of experience in a similar position. Proficiency with MS Office Suite. Excellent written and verbal communication skills. Must be incredibly organized. About Us: First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Benefit Highlights: Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.
- ...Description This position offers meaningful responsibilities, direct client engagement, and the opportunity to become a valued long-term... ...position plays a central role in the firm’s estate and trust administration practice. The successful candidate will independently...Suggested
$15 - $18.69 per hour
...Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR This posting will remain open for a minimum... ...Competencies Leadership: Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional Preventative care and OWPs...SuggestedHourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- ...Hickory, North Carolina, United States US Conec, Ltd. Engineering Innovation. Precision Plastics. Powering AI. US Conec, Ltd. is a trusted, global company that prides itself on engineering excellencecreating innovative connectivity solutions that support today's most important...SuggestedTemporary workWork at office
$750 per week
...ApexFocusGroup collaborates with research firms, universities, and trusted brands to gather genuine consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role...SuggestedPart timeCasual workRemote workFlexible hours$25 per hour
...Financial Advisory and Real Estate products and services offered by SECU (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and provide referrals asneeded. Maintain daily and monthly records for various reports – i.e., return items,...SuggestedWork at office$15 - $18.69 per hour
...will remain open for a minimum of two weeks from the posting date. CLIENT SERVICE COORDINATOR A career at Banfield means you'll find... ...Competencies Leadership: Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional Preventative care and OWPs...Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift$15 - $18.69 per hour
...Client Service Coordinator A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts... ...: Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional: Preventative care...Hourly payLocal areaShift workAfternoon shift- ...of our retail stores. Customer Service Specialists work closely with wholesale and retail customers... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...products and services Build productive trust relationships with wholesale and retail...Full timeContract workFor contractorsWork experience placementLocal areaAfternoon shift
- ...employer and ADA compliant. We are proud to operate according to our Core Values: Put People First, Empower the Branches, Earn Customer Trust, Embrace the Challenge and Act with Integrity. Most employee benefits start from the first day of employment, including:...Temporary workWork experience placementWork at officeLocal areaImmediate start
- ...growth opportunities. At the core of our culture, team members are motivated to improve our clients, our communities and ourselves every day. JOB PURPOSE The Client Operations Specialist supports Business Development during the discovery, data gathering, data validation,...Work at office
- ...Job Description Title: National Support Specialist Reports to: Customer Success Manager... ..., you'll be the primary contact for clients and technicians regarding support tickets... ...guide when making decisions every day. Trust We are known for our candor and...Work experience placementWork at office
- ...confidentiality, demonstrate discretion, and protect sensitive information is an essential function of this role and critical to maintaining trust across the organization LANGUAGE SKILLS Ability to read and understand instructions, correspondence, policies, procedures,...Work at office
$68k
...business through referrals, in-person prospecting, and build long-term client relationships within the local business community. You’ll... ...Hiring Process At Protect 1 Family, our business is built on trust, relationships, and genuine human connection. Every resume is...Full timeLocal area- ...members feel supported, respected, and empowered to succeed. Apply today and become part of a company that has been earning the trust of customers and employees for more than 90 years. Modern Nissan of Hickory is an Equal Opportunity Employer and Drug-Free Workplace...Flexible hours
- ...LiftOne We're a family-owned company under our fourth generation of leadership and have built our business based on the principles of trust, integrity and a desire to help our customers and employees succeed. LiftOne invests in people, facilities and innovative...Work experience placementWork at officeLocal area
- ...Company located in Hickory NC. This position will report directly to our Sr. Finance Manager. A successful candidate will be a highly trusted, organized individual who will exercise a great deal of discretion and have exceptional interpersonal and multi-tasking skills....Work at office
- Are you experienced in delivering exceptional customer service? Join a dynamic team where you'll assist customers, manage transactions, and maintain a welcoming store environment. Enjoy competitive benefits and the opportunity to grow in a supportive atmosphere. Your skills...
- Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage...Contract workLocal area
$14 - $18 per hour
Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock shelves, help maintain store cleanliness, assist with returns and exchanges, and support general store operations. This position ...Hourly payFull time$69k
...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work-from-home...Remote workWork from homeFlexible hours$100k
...telecommunication services while engaging directly with your community? As an Outside Sales Representative at Spectrum, you will represent our trusted products through face-to-face interactions with prospective customers, expanding access to high-speed data and communication...Work experience placementWork at officeLocal areaWeekend workAfternoon shift$12 - $15 per hour
Family Dollar is seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible for greeting customers, scanning merchandise, processing cash and card payments, handling returns, assisting customers with product...Hourly payFull timePart time$100k
...telecommunication services while engaging directly with your community? As an Outside Sales Representative at Spectrum, you will represent our trusted products through face-to-face interactions with prospective customers, expanding access to high-speed data and communication...Work experience placementWork at officeLocal areaVisa sponsorshipWeekend workAfternoon shift- A leading medical laboratory testing company in Hickory, NC is seeking a Service Representative. The role involves picking up test samples and delivering supplies, with a significant amount of travel required throughout the area. Candidates should have a High School Diploma...
$80k - $115k
...yr Salary 80 - 120k base plus commission Company Summary: Our client is the largest privately held packaging company in the US and is... ...goal-oriented, and results-driven Ability to build rapport and trust with clients and prospects Strong problem-solving skills and a...Base plus commissionFull time- ...and externally), and quarterbacking opportunities throughout the client lifecycle. In addition to pursuing new business, our best reps... ...values and use them as a guide when making decisions every day. Trust We are known for our candor and integrity, give our best...Night shift
$52k - $58k
...against both CCCI and customer priorities Expands customer growth through new business acquisitions Develops and establishes trusting relationships with each customer that enables the LSR to influence their purchasing decisions; implement Look of Success (LOS)...Full timeContract workWork at officeLocal area- ...for employee learning and development. Come work for an essential business! We put an emphasis on A.R.T = Accountability, Respect, Trust! Requirements: At least 18 years of age. High school diploma, or equivalent. Smartphone with ability to download company pricing app...Extra incomePart timeImmediate startFlexible hoursShift work
$14 - $21 per hour
Goodwill is seeking Store Clerks / Cashiers to assist with retail store operations, customer service, and processing sales transactions. Store Clerks are responsible for operating the cash register, handling cash and card payments, assisting customers with purchases, answering...Hourly payFull timeShift workWeekend work- ...Patient Services Receptionist Urology Specialists of the Carolinas is one of the largest independent urology groups in the country,... ...physician-driven medicine. With a strong foundation and decades of trusted care, our team continues to grow to meet the needs of our...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust Client Specialist. Be the first to apply!
- benefits customer care representative Hickory, NC
- benefit customer service representative Hickory, NC
- client service consultant Hickory, NC
- customer service representative insurance Hickory, NC
- customer service representative data entry Hickory, NC
- customer service associate Hickory, NC
- customer relations associate Hickory, NC
- warehouse customer service representative Hickory, NC
- customer service specialist Hickory, NC
- customer service rep part time Hickory, NC




