Client Relationship Officer
UK Agility International(1 month ago)
About this role
A Client Relationship Officer at Perkins Coie provides high-quality client service focused on trust administration, estate accounts, advisory services, and other personal trusts. The role supports the Chief Trust Officer in administering the firm’s accounts, ensuring accuracy, timeliness, compliance with applicable laws and regulations, and assists with financial planning and in-house services.
Required Skills
- Client Relations
- Trust Administration
- Estate Settlement
- Financial Planning
- Tax Planning
- Trust Accounting
- Excel
- MS Office
- Communication
- Organization
+3 more
Qualifications
- Bachelor's Degree
- Associate's Degree
- 10+ Years Experience
About UK Agility International
ukagilityinternational.comN/A
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