Current jobs related to Trust Client Service Specialist - East Peoria - The General


  • East Lansing, United States Worthy Insurance Group Full time

    Client Service Specialist Our brokerage is seeking a Client Service Specialist to support our Servicing Department. Current locations in both the East Lansing, MI and Skokie, IL areas. This is a wonderful opportunity for candidates with a service background looking to shift careers or those looking to enter the insurance industry. Candidates should be...


  • East Lansing, United States Worthy Insurance Group Full time

    Client Service SpecialistOur brokerage is seeking a Client Service Specialist to support our Servicing Department. Current locations in both the East Lansing, MI and Skokie, IL areas. This is a wonderful opportunity for candidates with a service background looking to shift careers or those looking to enter the insurance industry. Candidates should be...


  • East Providence, United States Citizens Bank Full time

    Client Priority Services Specialist Commercial Banking Riverside, Rhode Island; Johnston, Rhode Island


  • East Berne, United States Marshall & Sterling Inc Full time

    Job Title: Claims Client Service SpecialistWe are seeking a highly skilled Claims Client Service Specialist to join our team at Marshall & Sterling Inc. This role is responsible for providing exceptional service to clients by fulfilling major responsibilities, including reviewing policy coverage, identifying areas for enhancement, and coordinating with...


  • East Brunswick, New Jersey, United States Jobot Full time

    About the RoleWe are seeking an experienced and detail-oriented Permanent Estates and Trust Paralegal to join our dynamic team at Jobot. This role involves providing comprehensive support to our attorneys and high net worth clients in the area of estate and trust administration.Key ResponsibilitiesConduct thorough research on various legal matters related to...


  • East Greenbush, New York, United States NFP Full time

    Job Title: Client Support SpecialistWe are seeking a highly skilled and customer-focused Client Support Specialist to join our team at NFP. As a Client Support Specialist, you will be responsible for delivering exceptional customer service to our clients, providing support and guidance on our health and welfare products, and ensuring that our clients receive...


  • Peoria, Illinois, United States HealthEcareers - Client Full time

    Job DetailsHealthEcareers - Client is seeking a travel nurse RN psychiatric specialist for a temporary position in a healthcare facility.Job RequirementsSpecialty: PsychiatricDiscipline: RNShift: 12 hours, daysEmployment Type: Travel*$600 travel bonus *Day 1 health insurance with United Healthcare *PTO plan -- start accruing on day 1, use during contract or...


  • Peoria, Arizona, United States Domino's Pizza LLC Full time

    Position Overview As a Client Support Specialist, you will serve as the primary point of contact for our valued customers. Your interactions are crucial in fostering positive experiences and ensuring customer satisfaction. Key Responsibilities Engage with customers to address inquiries and resolve issues promptly. Provide exceptional service that...


  • Peoria, United States AZPetVet Full time

    We're hiring a Client Relations Specialist (Front Desk Receptionist) for our growing animal hospital. Salary: $17 - $21.50 / hour Benefits of being part of the AZPetVet team: Flexible work schedule (4-10 hour shifts); closed on Sundays 3 weeks of Paid Time Off in your first year 7 paid holidays Industry-leading pet care discount Scrub/uniform allowance...

  • Pet Care Specialist

    2 weeks ago


    East Greenwich, Rhode Island, United States Furry Fellas Pet Service LLC Full time

    About Furry Fellas Pet Service LLCFurry Fellas Pet Service LLC has been a trusted provider of pet care services since 2006. Our team is dedicated to delivering exceptional care and companionship to furry friends and their owners.Job SummaryWe are seeking experienced pet care professionals to join our team as Pet Care Specialists. As a Pet Care Specialist,...

  • Intake Coordinator

    4 days ago


    East Greenwich, Rhode Island, United States McCarthy Law PLLC Full time

    We are a boutique law firm dedicated to providing comprehensive legal services to our clients in matters related to estate planning, elder law, elder care, probate, guardianship, and residential real estate transactions.Our team is committed to delivering personalized attention and tailored solutions to meet the unique needs of each client. We are a...

  • Pet Care Specialist

    4 weeks ago


    East Greenwich, Rhode Island, United States Furry Fellas Pet Service LLC Full time

    About Furry Fellas Pet Service LLCFurry Fellas Pet Service LLC has been a trusted provider of pet care services since 2006. Our team is dedicated to delivering exceptional care and companionship to pets in the East Greenwich, RI area.Job SummaryWe are seeking experienced pet care professionals to join our team as Pet Care Specialists. As a Pet Care...


  • East Greenbush, New York, United States Nassau Full time

    Position Overview: Client Relations Specialist As a Client Relations Specialist at Nassau Financial Group, you will play a crucial role in delivering outstanding service for our life and annuity offerings. Your main focus will be to facilitate a smooth policy lifecycle experience for both clients and advisors. You will manage a variety of financial and...


  • East Amherst, United States Collabera Full time

    Description Home Search Jobs Job Description Client Services Analyst Contract: Amherst, New York, US Salary: $22.00 Per Hour Job Code: 354553 End Date: 2024-11-01 Days Left: 29 days, 3 hours left Apply About the Role: The Lead Specialist is responsible for providing commercial client support functions through telephone or written requests, processing...


  • East Amherst, United States Collabera Full time

    Description Home Search Jobs Job Description Client Services Analyst Contract: Amherst, New York, US Salary: $22.00 Per Hour Job Code: 354553 End Date: 2024-11-01 Days Left: 3 hours left Apply About the Role: The Lead Specialist is responsible for providing commercial client support functions through telephone or written requests, processing...


  • Peoria, Illinois, United States HealthEcareers - Client Full time

    Job OpportunityHealthEcareers - Client is seeking a skilled Urology Physician to provide locum tenens support.Job Details24 hour call coverageInpatient settingGeneral urology casesCredentialing timeframe: 60-90 daysBoard certification requiredActive Illinois license or Interstate Medical Licensure Compact (IMLCC) requiredFacility LocationPeoria offers a...


  • East Greenbush, New York, United States Nassau Full time

    Position Overview: Client Relations Specialist As a Client Relations Specialist at Nassau Financial Group, you will play a crucial role in delivering outstanding service for our life and annuity offerings. Your main duty will be to facilitate a smooth policy lifecycle experience for both clients and advisors. You will manage various financial and...


  • East Peoria, Illinois, United States Drive Line Service Full time

    Job Summary:Driveline is seeking a Retail Merchandising Specialist to join our national retail merchandising team. As a Retail Merchandising Specialist, you will be responsible for visiting various retail locations within 25 miles of your home to audit products, count inventory, set new fixtures and displays, and perform other critical tasks.Key...


  • East Millinocket, Maine, United States Ethos Veterinary Health Full time

    About UsEthos Veterinary Health is a leading provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Our team of board-certified specialists and veterinarians is dedicated to delivering exceptional care to our clients and their pets.Job SummaryWe are seeking a Client Service Representative to join...


  • Peoria, Illinois, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistAnders Group is seeking a skilled Travel Nurse ICU Specialist to join our team in Peoria, Illinois.Job Description & RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RN - Registered NurseShift: 12 hours, nightsEmployment Type: TravelAs a Travel Nurse ICU Specialist, you will provide high-quality patient care...

Trust Client Service Specialist

3 months ago


East Peoria, United States The General Full time

Make the change and be the difference. Take ownership at MCBEstablished in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 600 employees, 55 branch locations and over $5 billion in assets We pride ourselves on our dedicated service to our customers and our communities, while placing much value on our internal assets, our employees. Each MCB employee OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan). The ESOP has proven to be a substantial benefit to employees upon retirement.Enjoy the Benefits of working at MCBEmployee Paid Voluntary Benefits:Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k.MCB Paid:Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays.Job SummaryJoin our dynamic team and you will be responsible for providing quality service and support to the Bank's wealth management division. Analyzing, interpreting and processing a wide variety of transactions and being aware of their impact to financial statements and other customer reporting.Essential Duties & Responsibilities•Assist Trust Officers with general administrative functions, including meeting with customers, review of trust agreements, correspondence, and client requests;•Engage with clients in-person and over the telephone to provide customer service and support to existing client base;•Process accurate and timely deposits and disbursements;•Perform account maintenance and updates as needed;•Assist with the opening and closing of accounts;•Monitor daily activity reports and cash balances;•Preparation of trust reporting, accounting, and documentation for client presentations, letters and other communications;•Maintain safekeeping of trust assets to ensure proper procedures, recordkeeping and control of assets held at the Bank;•Create and maintain client files - both hardcopy and electronic;•Serve as point of contact for prospective clients through telephone calls, MCB Trust website, bank website, etc.•Follow established policy and compliance procedures;•Interact and engage with third-party providers on life insurance, farm management and other trust related business;•Participate in team meetings by sharing thoughts and ideas on best practices and better efficiencies ;•Assist in estate settlement functions;•Support and back-up Trust Operations Manager as appropriate;•Other duties as assigned.Supervisory Requirements: This position has no supervisory responsibilities.Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.•The physical activities of this position may include climbing, reaching, standing, lifting, talking, hearing and performing repetitive motions.•Medium exertion; exerting up to 50 pounds of force occasionally, and or up to 20 pounds of force frequently, and or up to 10 pounds of force constantly to move objects. •The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; viewing a computer terminal.Work EnvironmentThe work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.•The noise level in the work environment is usually moderate.•Employees, who work 7 ½ continuous hours or more, must take a 30 minute uninterrupted lunch break no later than 5 hours after beginning their work dayEducation and QualificationsEssential:•High school diploma or equivalent•BSA and other Bank related training through BAI is required annuallyDesirable:•College Degree or Equivalent Work ExperienceExperienceEssential:•Knowledge of customer service principles•Relevant computer skills •Teamwork•Organizational SupportDesirable:•2-5 years of Banking and/or Trust experience•Prior Trust experienceEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)