Specialty Institutional Truist Services Client Manager

Truist • Orlando, FL

4d

About The Position

Serve as the primary relationship contact for a portfolio of specialty institutional trust clients, providing relationship management, service, and administrative support. The role manages client relationships and coordinates trust administration activities while ensuring compliance with governing documents and regulatory requirements. It also identifies opportunities to deepen client engagement.

The Client Manager partners with trust officers, operations teams, investment professionals, legal counsel, and other internal stakeholders to provide proactive solutions and coordinate delivery of trust and custody services. The position requires strong relationship management skills, attention to detail, and knowledge of fiduciary and institutional trust services.

Requirements

• Bachelor’s degree or an equivalent combination of education, training, and relevant experience.
• Experience in institutional trust, fiduciary administration, custody services, banking, wealth management, or a related financial services discipline.
• Proven experience in relationship management and delivering exceptional client service.

Nice To Haves

• Strong understanding of trust and fiduciary principles, financial services operations, and applicable regulatory requirements.
• Ability to read, interpret, and understand contractual agreements and governing documents.
• Strong analytical and problem-solving skills, including the ability to identify and resolve client and operational issues.
• Excellent written and verbal communication skills and ability to interact effectively with clients and internal partners.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
• Working knowledge of Trust and Agency systems, software applications, and related platforms.
• Ability to build and maintain strong client relationships while partnering effectively with cross-functional teams.
• Strong organizational, time-management, and follow-through skills, with a commitment to service excellence.

Responsibilities

• Serve as the primary day-to-day contact for assigned institutional trust and custody clients.
• Build and maintain client relationships through proactive communication and responsive service.
• Coordinate administration of trust, custody, escrow, and other specialty fiduciary accounts in accordance with governing documents, policies, and regulatory requirements.
• Manage client requests, issue resolution, and service delivery across internal business partners.
• Prepare and facilitate client review meetings, presentations, and reporting packages.
• Monitor account activity and identify operational, compliance, or service issues requiring escalation.
• Support business retention efforts and identify opportunities to expand existing client relationships.
• Ensure accurate documentation and recordkeeping, and complete required account reviews.
• Partner with operations, legal, risk, compliance, and investment teams to deliver client solutions.
• Maintain an understanding of specialty trust products, industry trends, and regulatory developments.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year (prorated based on hire date and full-time or part-time status)
• 10 sick days (prorated)
• Paid holidays
• Depending on position and division, potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level