About the role

Trustmark Bank is seeking a Senior Private Wealth Client Executive I/II to lead a team responsible for the administration of an 800-account books of business, ensuring accurate, compliant client services. The role requires advanced knowledge of governance, strong MS Office skills, and the ability to communicate effectively with internal and external stakeholders. On-site collaboration with Wealth Management is essential for success.

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JOB OVERVIEW

Experience level

Senior

Location

Panama City, FL

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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