Client Relationship Officer - Seattle

Only for registered members Seattle, United States

3 weeks ago

Default job background
Full time $95,470 - $145,100 (USD)

Job summary

We are seeking a qualified dynamic candidate to take on the role of Client Relationship Officer. This individual will work closely with the Chief Trust Officer in the administration of the firm's accounts ensuring accuracy timeliness and adherence to appropriate law compliance mandates and regulations as well as assist with financial planning and in-house services.
  • Manage all servicing aspects for a portfolio of client accounts including trusts estates and investment advisory.

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