Fiduciary Account Specialist
3 weeks ago
About the Position
">- We are seeking a Fiduciary Account Specialist to join our team.
Your Qualifications
">- 7-10 years of experience in fiduciary account administration and client relationship management within a Private Wealth environment.
Earnings Potential
">$125,000 - $155,000 per yearMain Responsibilities
">- Effectively establish and manage strong client relationships within an assigned book of trust accounts.
- Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary law and practices.
- Handle intricate trust and relationship matters.
Why Work for Us
">- A supportive and collaborative workforce.
- Opportunities for career growth and professional development.
- A commitment to diversity, equity, and inclusion.
About Us
">Citizens is a leading financial institution with a long history of serving our customers and communities.
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