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4,139 jobs found
27.08.2025
WF
Wells Fargo Estate Officer - Fiduciary Specialist United States, California, San Diego
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations. Review and analyze basic or tactical functional operational tasks or challenges that...
Deliver high standards of client service while ensuring all internal risk and external compliance standards and requirements are fully met. Gather evidence of customer profile via documentary or non-documentary means...
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...
Provide support to internal and external customers in complex initiatives relating to collection portfolios data to reduce delinquency and restructuring of loans within the Loan Workout functional area. Evaluate risk...
Devote yourself to ensuring customer satisfaction. Deal with customer complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and...
Assist in lifecycle support for corporate and institutional trade flow. Have direct responsibility in global FX account opening and maintenance functions. Lead or participate in moderately complex initiatives and deliverables....
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Are you interested in working on the pulse of pricing in the tech industry? As a Pricing Specialist for Expoint, you'll have the chance to stay up-to-date on the changing environment and strategize about pricing plans for top-tier clients.
This is an exciting opportunity for someone who is passionate about the fast-paced tech industry. As a Pricing Specialist, you'll be an essential part of the team and a major contributor to the success of each client. You'll be responsible for understanding how pricing affects the bottom line and leveraging that knowledge to create plans that drive revenue and maximize profits.
Your day-to-day duties will include researching industry trends, analyzing existing plans and rates, conducting competitor research, and meeting with sales and marketing teams to create pricing strategies. You will also be tasked with ensuring compliance with pricing regulations and developing plans that maintain corporate profitability margins.
This role demands someone who is able to think proactively, make data-driven decisions, and find innovative solutions in a highly competitive industry. Are you ready to put your pricing knowledge to work? If so, apply to become a Pricing Specialist for Expoint today!