INACTIVE
Full-Time
Trust Client Liaison
Title insurance & professional settlement services
Data & Analytics
Real Estate
Mid, Senior
Irvine, CA, USA
Required Skills
Sales
Communications
Word/Pages/Docs
Salesforce
PowerPoint/Keynote/Slides
Requirements
- Excellent organizational, interpersonal and verbal/written communication skills
- Strong ability to prioritize and handle multiple tasks
- Self-motivated; self-starter
- Strong ability to prioritize and manage multiple tasks and respond quickly to emergent problems
- Solid problem-solving and conflict resolution aptitude
- Present a professional image in dealing with customers, interdepartmental and external representatives
- Proficient in Microsoft Word, Excel and PowerPoint
- Bachelor's degree or equivalent combination of education and experience
- 4-7 years of related experience in the financial industry (i.e. Trust Services, Client Service, Support)
Responsibilities
- Support Relationship Manager in servicing clients and account maintenance
- Serve as the secondary contact for clients with large and complex accounts, working closely with the Client Services Manager
- Attend client meetings; document client interactions in Salesforce
- Prepares and participates in court appearances and audits
- Collects assets and ensure that all new accounts are opened accurately and efficiently
- Review reoccurring distributions for accuracy and process one-time distributions
- Make sure that all accounts transfers are processed and work to resolve any issues
- Monitors investment activities
- Takes calls from the inbound Wealth Management general line and follows up on incoming sales leads
- Maintains accurate customer database by creating and updating customer profiles in Salesforce
- Performs additional tasks related to the efficient administration of trust accounts for which the institution acts as trustee or agent
- Perform other duties as needed
First American is on a mission to provide comprehensive title insurance protection and professional closing/settlement services that produce clear property titles and enable the efficient transfer of real estate.
Company Stage
N/A
Total Funding
N/A
Headquarters
Santa Ana, California
Founded
1889
Growth & Insights
Headcount
6 month growth
↑ 0%1 year growth
↑ 9%2 year growth
↑ 5%Benefits
401k matching
Health, vision, dental insurance
Professional development
INACTIVE