Client Relationship Jobs in Bedford, OH

Responsibilities: Provide support for Trust Accounting department activities: Asset set-up and maintenance. Posting of cash activities. Monthly fee processing. Internal audit program procedures. Other ad-hoc projects as they arise. Month-end account reconciliation: Perform monthly reconciliations of...

In this role youll be the trusted point of contact for clients and advisors overseeing every aspect of trust administration from investments to compliance. Youll also drive growth by leading new account onboarding engaging in industry events and continuously refining processes through training and i...

Trust Account Management: Serve as the primary contact for clients and their advisors and provide exceptional client service. Manage all facets of trust administration: Coordinate directions from investment and distribution advisors. Oversee tax and compliance filings alongside our tax department. C...

Businesses development: Attend and network at financial legal and estate planning industry events Trust Operations Coordinate investment and distribution activities interact with families and their trusted advisors to implement investment strategies and manage cash flow Assist with new account on-b...

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