3 senior trust officer jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and Consultants while managing an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services, and partners across teams to resolve client issues. Experienced in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement. ESSENTIAL JOB FUNCTIONS Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client‑directed trades, transactions, and required financial reporting. Demonstrate strong working knowledge of...

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in...

Location: 127 Public Square, Cleveland Ohio Job Summary: The Regional Consultant, Special Services manages a book of business for institutional clients focused on custodial services, including management of benefit payments. This role partners with Institutional Advisors (IAs) and Philanthropic Consultants to deliver special servicing advice and solutions, supporting client expansion and acquisition across corporate, ERISA, government, and nonprofit markets. The Regional Consultant is responsible for complex custody relationships ensuring exceptional service delivery and proactive client management. Essential Job Functions Manage a portfolio of clients for custodial services, including benefit payments. Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).  Serve as regional sales support and client advisory support with travel required as needed. Support client expansion...