The Glenview Trust Company jobs
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WEALTH MANAGEMENT CLIENT SERVICE SPECIALIST
Resolves concerns and takes action on behalf of clients, including certain financial transactions within Wealth Management Client Service Specialist authority, and directs other client questions and issues to the appropriate party...
| Company | The Glenview Trust Company |
|---|---|
| Address | Louisville, KY |
| Category | Human Resources |
| Job type | Full-Time |
| Date Posted | a month ago See detail |
Wealth Management Client Service Specialist
The Glenview Trust Company
Louisville, KY
Resolves concerns and takes action on behalf of clients, including certain financial transactions within Wealth Management Client Service Specialist authority, and directs other client questions and issues to the appropriate party...
a month ago seen See more...
Financial Planning Principal
The Glenview Trust Company
Louisville, KY
Analyze 529 college savings plans, Roth IRA conversions, Social Security benefits, Long Term Care options/necessity, Stock Option decisions, and coordinate life insurance and annuity contract review. Counsel and support clients on...
2 months ago seen See more...
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