Client Trust Services Advisor

1 week ago

Santa Ana, California, United States First American Full time
About Us
At First American Trust, we prioritize our people. As a federal savings bank, we have been delivering banking, wealth management, and trust solutions nationwide for over fifty years. Our commitment to our employees has been unwavering since 1889, and we take pride in fostering an environment where everyone feels valued, supported, and encouraged to innovate and reach their fullest potential. Our inclusive culture has earned us numerous accolades, including recognition on the Fortune 100 Best Companies to Work For list for nine consecutive years, and we are proud to be recognized as a top workplace for women, diversity, and LGBTQ+ employees.

Role Overview
The Trust Client Services Specialist plays a crucial role in the administration of trust accounts and provides essential sales support within the Wealth Management division. This position involves maintaining strong relationships with sales teams, portfolio management divisions, industry partners, and private wealth clients.

Key Responsibilities
  • Support Trust Officers in managing client assets and accounts.
  • Act as the primary liaison for clients with complex and substantial accounts.
  • Prepare for and participate in court proceedings and audits.
  • Facilitate asset collection and account setup.
  • Monitor investment activities and performance.
  • Assist management with escalated client issues from sales and relationship managers.
  • Handle inquiries from the general Wealth Management line and follow up on incoming sales opportunities.
  • Maintain an accurate customer database by updating profiles in Salesforce.
  • Contribute to company projects related to Salesforce and Docusign management.
  • Perform additional tasks to ensure the efficient administration of trust accounts.
Qualifications
  • Bachelor's degree or equivalent combination of education and experience.
  • 4-7 years of relevant experience.
  • Excellent written and verbal communication skills.
  • Strong interpersonal abilities.
  • Self-motivated and proactive.
  • Ability to manage multiple priorities and respond effectively to urgent issues.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
Compensation
Pay Range: $23.82-$41.35 per hour. This range reflects a reasonable estimate of the base pay for this position at the time of posting, influenced by factors such as job-related knowledge, skills, experience, business needs, and geographic location.

Our Commitment
At First American, we celebrate individuality and embrace diversity, equity, and inclusion as key components of our success. We strive to create an authentic and inclusive workplace where all employees can bring their unique selves to work. First American is an equal opportunity employer, committed to providing a comprehensive benefits package that includes medical, dental, vision, 401k, PTO/paid sick leave, and other valuable benefits.

  • Client Trust Services Advisor

    1 week ago

    Santa Ana, California, United States First American Full time

    About Us At First American Trust, we prioritize our People. As a member of the First American family, we are a federal savings bank that has been delivering banking, wealth management, and trust solutions nationwide for over fifty years. Our legacy, dating back to 1889, is built on a steadfast belief in our employees. We are dedicated to creating an...

  • Client Trust Services Advisor

    2 weeks ago

    Santa Ana, California, United States First American Full time

    About Us At First American Trust, we prioritize our People. As a part of the First American family, a federal savings bank, we have been delivering banking, wealth management, and trust solutions nationwide for over fifty years. Since our inception in 1889, we have maintained a steadfast commitment to our employees, fostering a culture that encourages...

  • Client Trust Services Representative

    2 weeks ago

    Santa Ana, California, United States First American Full time

    About UsAt First American Trust, we prioritize our people. As a federally chartered savings bank, we have been delivering comprehensive banking, wealth management, and trust services for over fifty years.Our LegacySince 1889, First American (NYSE: FAF) has maintained a steadfast commitment to its workforce. We are dedicated to creating an environment where...

  • Client Trust Services Associate

    2 weeks ago

    Santa Ana, California, United States First American Full time

    About UsFirst American Trust is a federal savings bank with a legacy of over five decades in providing comprehensive banking, wealth management, and trust solutions across the nation. As part of the First American family of companies, we pride ourselves on our commitment to our people.Our CultureSince our inception in 1889, we have maintained a steadfast...

  • Trusts and Estates Legal Advisor

    2 weeks ago

    Santa Ana, California, United States Copenbarger & Copenbarger Full time

    Position Overview:Copenbarger & Copenbarger LLP, a well-respected firm specializing in estate planning and elder law, is currently seeking a Trusts and Estates Legal Advisor to enhance their practice in Orange County. This is an exceptional opportunity to be part of a distinguished organization that provides excellent benefits, competitive compensation,...

  • Client Trust Specialist

    2 weeks ago

    Santa Ana, California, United States First American Full time

    About UsAt First American Trust, we prioritize our clients and their needs. As a federally chartered savings institution, we specialize in delivering comprehensive banking, wealth management, and trust services across the nation.Role OverviewThe Trust Client Liaison plays a pivotal role in fostering strong relationships with our clients. This position is...

  • Business Control Officer, Trust and Agency Services

    5 days ago

    Santa Ana, California, United States Deutsche Bank AG Full time

    About the RoleWe are seeking a highly skilled Business Control Officer to join our Trust and Agency Services team at Deutsche Bank AG. As a key member of our team, you will play a critical role in ensuring the effective implementation of our risk management framework and driving the adoption of operating control ownership by our stakeholders.Key...

  • Business Control Officer, Trust and Agency Services

    5 days ago

    Santa Ana, California, United States Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled Business Control Officer to join our Trust and Agency Services team at Deutsche Bank. As a key member of our team, you will play a critical role in supporting the maintenance and implementation of our risk management framework.Key ResponsibilitiesContribute to the development of our risk management framework,...

  • Client Services Account Manager

    1 week ago

    Santa Ana, California, United States Financial Statement Services, Inc Full time

    Job OverviewFinancial Statement Services, Inc. (FSSI) has been a leading woman-owned provider of document solutions for over four decades, focusing on tailored print and mail, electronic distribution, marketing, and compliance services. As a dynamic and expanding organization, we are seeking to enhance our Client Services team.We are in search of a Client...

  • Client Services Account Manager

    2 weeks ago

    Santa Ana, California, United States Financial Statement Services, Inc Full time

    Job OverviewFinancial Statement Services, Inc. (FSSI) has been a leading woman-owned provider of document solutions for over four decades, focusing on tailored print and mail, digital delivery, marketing, and compliance services. As a dynamic and expanding organization, we are seeking a dedicated professional to enhance our Client Services division.We are...

  • Client Services Account Specialist

    1 week ago

    Santa Ana, California, United States Helpmates Full time

    Job OverviewWe are looking for a dedicated Client Services Account Specialist with experience in banking operations for a long-term contract role within a well-established financial services firm.Key ResponsibilitiesThe Client Services Account Specialist will undertake the following tasks:Oversee the daily management of numerous MBS trusts, including RMBS,...

  • Vice President

    2 weeks ago

    Santa Ana, California, United States Deutsche Bank Full time

    Job ID: R Full/Part-Time: Full-time Regular/Temporary: Regular Position OverviewJob Title: US CLO Analyst in Trust & Agency ServicesCorporate Title: Vice PresidentLocation: Santa Ana, CAOverviewThe Trust & Agency Services (TAS) division offers a range of services including Trustee, Calculation Agent, Paying Agent, Tax Agent, Custodian, and Debt Agency...

  • Service Advisor

    3 days ago

    Santa Ana, California, United States Volvo Dealership Full time

    Job Title: Service AdvisorCompany: Volvo DealershipJob Summary:We are seeking a highly skilled and customer-focused Service Advisor to join our team at Volvo Dealership. As a Service Advisor, you will play a critical role in ensuring that our customers receive exceptional service and support throughout the service process.Key Responsibilities:Assist...

  • Mortgage Securities Client Services Coordinator

    2 weeks ago

    Santa Ana, California, United States Advantage Resourcing Full time

    We are pleased to present a remarkable opportunity with Advantage Resourcing, where you can enhance your financial services expertise and embark on a rewarding career path. We are currently seeking a Mortgage Backed Security Client Service Administrator. This role is pivotal in managing a diverse portfolio of mortgage-backed securities. Compensation: $28 -...

  • Business Control Officer, Trust and Agency Services

    7 days ago

    Santa Ana, California, United States Deutsche Bank Full time

    About the RoleWe are seeking a highly skilled Business Control Officer to join our team at Deutsche Bank. As a key member of our Business Control team, you will play a critical role in supporting the maintenance and implementation of our risk management framework.Key ResponsibilitiesContribute to the development of our risk management framework, working...

  • CLO Analyst

    2 weeks ago

    Santa Ana, California, United States Deutsche Bank Full time

    Job ID:R Full/Part-Time: Full-time Regular/Temporary: Regular Location: Santa Ana Position Overview Job Title: CLO Analyst Corporate Title: Assistant Vice President Location: Santa Ana, CA Overview The Trust & Agency Services (TAS) division offers a comprehensive suite of services including Trustee, Calculation Agent, Paying Agent, Tax Agent, Custodian, and...

  • Trust and Estate Administration Attorney

    4 days ago

    Santa Ana, California, United States Copenbarger & Copenbarger Full time

    Job SummaryCopenbarger & Copenbarger LLP, a reputable estate planning and elder law firm, is seeking a skilled Trust and Estate Administration Attorney to join our team in our Orange County location. This is an excellent opportunity to work with a top-rated firm that offers great benefits and a competitive salary, values work-life balance, and a wonderful...

  • Employment Advisor

    2 weeks ago

    Santa Clara, California, United States HomeFirst Services of Santa Clara County Full time

    Job OverviewPosition LevelExperiencedJob TypeFull TimeCompensation$29.77 HourlyTravel RequirementUp to 25%Work ScheduleDay ShiftCategoryNonprofit - Social ServicesRole SummaryThe Employment Advisor plays a crucial role in the Emergency Housing Voucher program, which aims to eliminate and prevent homelessness. This position is dedicated to providing tailored...

  • Client Services Associate I

    2 weeks ago

    Santa Ana, California, United States Yardi Voyager Full time

    Customer Support Specialist IAs a Customer Support Specialist I, you will play a crucial role in ensuring customer satisfaction and enhancing the overall experience for our clients.About YardiYardi is a leading global software provider specializing in innovative property management solutions tailored for various real estate sectors. Our commitment to...

  • Corporate Banking Advisor

    2 weeks ago

    Santa Barbara, California, United States First Bank & Trust Full time

    Position OverviewBusiness Banking Officer IIA Business Banking Officer II plays a crucial role in delivering a comprehensive suite of banking solutions to both self-sourced and branch-referred enterprises with annual revenues of up to $10 million. The focus is on client engagement and the promotion of credit relationships, including but not limited to, lines...