Client Associate jobs in United States, North Carolina, Winston-salem
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Company
Job type
Job categories
Job title (1)
United States
North Carolina
Winston-salem
13 jobs found
26.08.2025
WF
Wells Fargo Associate Philanthropic Trust Officer - Fiduciary Specialist United States, North Carolina, Winston-Salem
Work with a team of fiduciary professionals to administer a book of philanthropic fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are...
Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles...
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Regular or Temporary:English (Required)1st shift (United States of America)ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and...
Responsible for leading the diligence and underwriting documentation of the most complex and larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers. Ensures...
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Collect delinquent accounts according to the agreed upon collection strategies while adhering to all collection policies, procedures, and...
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Performs...
Work with a team of fiduciary professionals to administer a book of philanthropic fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are...
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