
Senior Trust & Estate Settlement Lead
Raymond James, St. Petersburg, FL, United States
A financial services firm is seeking a candidate to manage and develop relationships with key customer accounts while leading projects for personal trust accounts. The ideal applicant will possess a Bachelor's degree in Accounting, Business Administration, or Finance, along with 3 to 6 years of general experience in finance or management. Responsibilities include financial product evaluation and enhancing client engagement through effective communication. A hybrid workstyle is offered, fostering a client-first culture.
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