U.S. Bank is seeking a Trust Concierge to provide high-quality client service to an affluent client base as the bank acts as trustee, agent or custodian. You will resolve problems, process routine requests, and ensure compliance within authorized limits.
You’ll typically be the first point of contact for clients, and you may perform Medallion Signature Guarantee and wire callbacks to prevent fraud and ensure wire accuracy. Robust fiduciary knowledge and customer-service skills are essential.
#J-18808-LjbffrWealth & Fiduciary Trust Concierge employer: Visa Hunt
Gartner is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration thrive. With a strong emphasis on employee growth, you will have access to mentorship opportunities and resources to advance your career while working in a hybrid model that promotes work-life balance. Located in a vibrant market, Gartner offers the unique advantage of engaging with top executives globally, making your contributions impactful and rewarding.
