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Wealth & Trust Services Specialist
Job in
Novato, Marin County, California, 94949, USA
Listed on 2026-07-14
Listing for:
Bank of Marin
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Bank of Marin seeking a Client Services Officer to join the Wealth Management and Trust Services team at our Novato headquarters. You will assist trust officers and relationship officers, handle client service requests and coordination of operational tasks for agency accounts, trustees, and beneficiaries, including securities transactions and real estate administration.
You will back up CSO duties, support multiple departmental tasks, and participate in educational sessions to deepen knowledge
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