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Wealth mgmt specialist Company Name: People's United Bank WEALTH MGMT SPECIALIST Job Description This position is responsible for assisting Fiduciary Officers in all aspects of day-to-day responsibilities, including reviewing and preparing financial information and providing a high level of customer service to clients. Maintains relationships with a wide variety of external contacts. Reviews financial account information to ensure accuracy and comply with policies. Reviews accuracy of tax letters and fiduciary tax. After registering you may be able to apply for this job directly (if still active) on ((None))'s site. Future job matches may be sent from Geebo approved job partners.
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