Current jobs related to Sr Trust Client Assistant - Costa Mesa - Comerica
-
Costa Mesa, California, United States FERRUZZO & FERRUZZO, LLP Full timeFerruzzo & Ferruzzo, LLP is a growing law firm seeking a Civil Litigation and/or Trust Litigation Attorney to join our collaborative team. Our Trust Litigation Practice Group is looking for a skilled attorney to work alongside us and contribute to our growth.Key Responsibilities:Assist in the development and implementation of litigation strategiesConduct...
-
Tax Director
3 days ago
Costa Mesa, California, United States Crowe Full timeAbout the RoleCrowe is seeking a Managing Director to join our Estate, Gift & Trust practice. This role provides an opportunity to use your expertise in estate, gift and trust taxation to provide consulting, compliance and controversy services to complex ultra-high net worth private clients.Key ResponsibilitiesProvide leadership and tax technical expertise...
-
Audit Manager/SR/Supervisor
4 weeks ago
Costa Mesa, California, United States CyberCoders Full timeAudit Manager/SR/Supervisor Job OpportunityWe are a regional established and award-winning full service CPA firm focused on Audit, Assurance, Tax, and Accounting services. Our clients are high-profile and diverse, spanning industries such as HNW, Individuals, Partnerships, S/C-Corps, PCAOB, SEC, and SOX.We offer an award-winning and welcoming culture that...
-
Client Advisor
3 weeks ago
Costa Mesa, California, United States Tourneau|Bucherer Full timeJob Title: Client AdvisorJoin our team as a Client Advisor at Tourneau|Bucherer, where you will be responsible for delivering an exceptional client experience and meeting or exceeding sales objectives in our luxury brand boutique.Key Responsibilities:Client Experience: Create a positive, inviting, and elevated environment for discerning clients,...
-
Client Advisor
2 weeks ago
Costa Mesa, California, United States Tourneau|Bucherer Full timeJob Title: Client AdvisorAs a Client Advisor at Tourneau|Bucherer, you will be responsible for delivering an exceptional client experience and meeting or exceeding sales objectives in our luxury brand boutique.Key Responsibilities:Provide personalized service to clients, ensuring a positive and inviting environment.Develop and maintain long-term...
-
Client Advisor
4 weeks ago
Costa Mesa, California, United States FERRAGAMO USA INC Full timeJob Title: Client AdvisorWe are seeking a highly skilled and motivated Client Advisor to join our team at FERRAGAMO USA INC. As a Client Advisor, you will be responsible for providing exceptional customer service and creating memorable experiences for our clients.Key Responsibilities:Inclusive Leadership: Demonstrate active leadership on the selling floor,...
-
Client Advisor
3 weeks ago
Costa Mesa, California, United States Tourneau|Bucherer Full timeJob Title: Client AdvisorJob Summary:The Client Advisor is a key member of our team, responsible for delivering an exceptional client experience and meeting or exceeding sales objectives in our luxury watch boutique. As a Client Advisor, you will be the face of our brand, providing personalized service and building long-term relationships with our discerning...
-
Audit Manager/SR/Supervisor
1 week ago
Costa Mesa, California, United States CyberCoders Full timeAudit Opportunity with CyberCodersWe are seeking an experienced Audit Manager/SR/Supervisor to join our team at CyberCoders. As a key member of our Audit Group, you will be responsible for leading audits and providing guidance to junior team members.Responsibilities:Lead audits and ensure timely completionProvide guidance and mentorship to junior team...
-
Assoc General Counsel Sr
1 month ago
Costa Mesa, United States Elevance Health Full timeAnticipated End Date: 2024-10-11 Position Title: Assoc General Counsel Sr - Pharmacy Job Description: Associate General Counsel Sr. - Pharmacy Location: This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our PulsePoint locations. The Associate General Counsel Sr. - Pharmacy will serve as an...
-
Client Advisor, South Coast Plaza
5 months ago
Costa Mesa, United States Tourneau|Bucherer Full timeJob Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand OVERVIEW The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated...
-
Client Advisor
7 days ago
Costa Mesa, California, United States Tourneau|Bucherer Full timeJob Title: Client AdvisorReports to: Store DirectorDivision: Retail, Multi-brandOVERVIEWThe Client Advisor is responsible for delivering exceptional client experiences and meeting or exceeding sales objectives. To achieve this, they must create a positive, inviting, and elevated environment for discerning clients. This includes enthusiastic, presentable, and...
-
Legal Assistant
1 month ago
Costa Mesa, United States Robert Half Full timeJob DescriptionJob DescriptionEstate planning legal assistants in Orange County have an incredible opportunity to join an established firm!Robert Half Legal is proud to partner with an Orange County firm that is an institution in the estate planning field. This firm is looking to bring in a new legal assistant for its estate planning and trust administration...
-
Luxury Client Experience Specialist
2 months ago
Costa Mesa, California, United States Tourneau|Bucherer Full timeJob Title: Luxury Client Experience SpecialistJob Summary:The Luxury Client Experience Specialist is responsible for delivering exceptional customer service and meeting or exceeding sales objectives within our luxury brand boutique. This role requires a passion for building long-term relationships with clients and a commitment to providing an outstanding...
-
Client Advisor
1 month ago
Costa Mesa, United States A.P.C. Full timeSeasonal Hiring @ South Coast PlazaAbout A.P.C. Founded by Jean Touitou in 1987, A.P.C. is an authentic French label accessible by design, price and outlook. Initially the label was popular for a very classic, raw denim jean, but now includes a full collection of clothing and accessories for men and women, which embodies an effortless cool.As a Part-Time...
-
Client Advisor
1 month ago
Costa Mesa, California, United States A.P.C. Full time{"title": "Client Advisor", "description": "About A.P.C.A.P.C. is a French label that embodies an effortless cool. As a Client Advisor, you will be an ambassador of the brand, demonstrating impeccable presentation and behavior.Key ResponsibilitiesAchieve individual and store sales goalsDeliver outstanding customer service according to A.P.C.'s selling...
-
Client Advisor
3 weeks ago
Costa Mesa, California, United States Brunello Cucinelli USA Full timeAbout UsBrunello Cucinelli USA is a luxury fashion brand that embodies the essence of Italian style and sophistication. Our company is built on the principles of humanism, craftsmanship, and exclusivity, and we are seeking a talented Client Advisor to join our team.Job SummaryWe are looking for a highly motivated and customer-focused individual to serve as a...
-
Client Advisor, South Coast Plaza
2 months ago
Costa Mesa, California, United States Tourneau|Bucherer Full timeJob SummaryWe are seeking a highly skilled and experienced Client Advisor to join our team at Tourneau|Bucherer. As a Client Advisor, you will be responsible for providing an exceptional customer experience and meeting or exceeding sales objectives.Key ResponsibilitiesClient ExperienceCreate a positive, inviting, and elevated environment for discerning...
-
Sr. Manager, Field Employee Relations
4 months ago
Costa Mesa, United States El Pollo Loco Full timeOur restaurants are only the tip of the flame! If you’re looking for a fast-paced, innovative and welcoming workplace then a career with our Familia is right for you. What’s in it for you! • Hybrid work schedule (2 days a week in the office or fewer depending on the position) • Competitive pay and bonus • Medical + Dental + Vision...
-
Client Ambassador
1 month ago
Costa Mesa, California, United States Brunello Cucinelli USA Full timeAbout UsBrunello Cucinelli USA is a leading luxury fashion brand that operates in the high-end retail sector. Our company is known for its exceptional quality, craftsmanship, and attention to detail in every aspect of our products.Job SummaryWe are seeking a highly skilled and motivated Client Advisor to join our team at Brunello Cucinelli USA. As a Client...
-
Client Advisor
2 weeks ago
Costa Mesa, California, United States A.P.C. Full timeAbout A.P.C.A.P.C. is a French fashion label founded in 1987 by Jean Touitou. We're known for our authentic and accessible designs, which embody an effortless cool.Job DescriptionWe're seeking a dynamic Client Advisor to join our team at South Coast Plaza. As an ambassador of the brand, you'll demonstrate impeccable presentation and behavior, following...
Sr Trust Client Assistant
3 months ago
We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.
Qualifications
Position Qualifications
High School diploma or GED 1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning) 2 years of experience in written and verbal communications with all levels of staff and clients
Job Description
Trust Client Assistant, Senior
Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Client Assistant Sr. in Comerica's Strategic Alliance plays a vital role in this model, by serving as a support system for our Alliance Trust Advisors and their book of business. As a Trust Client Assistant Sr., you will work directly with your assigned Trust Advisor, our partnered Financial Advisors, and other internal business partners to complete routine and non-routine administrative tasks.
Position Competencies
Successful incumbents will focus on effective written communication, problem-solving and organizational skills, successful incumbents must possess appropriate functional and technical skills, accuracy, the ability to multi-task and prioritize daily/weekly/monthly tasks and ongoing projects for maximum efficiency is a must.
Position Responsibilities:
Serves internal and external clients including trust beneficiaries, vendors, colleagues in remote locations, and financial advisors at outside institutions. Prepares reports required for annual account reviews. Performs data entry which includes check writing, ACH set-up, and account information editing. Accesses statements, account data, and tax reports from various proprietary data bases. On-going maintenance of customer accounts which involves coordinating changes to account files, statements, and name and address information. Monitors client's daily cash positions for overdrafts and exceptions to cash policy; ensures sufficient funds are available in accounts to meet trust agreement objectives. Executes procedures to open/close/transfer accounts; collect assets from brokers or outside institutions. Proactive and reactive contact with clients for routine requests, crisis resolution and problem solving. Must be able to acquire basic understanding of trust agreements/documents.
Salary Range
For candidates hired in the state of California, Colorado, Washington, New York the expected salary/On-Target Earnings (OTE) range for the role is currently:
California - $23.22 - $43.13 Hourly
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range.
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
