Trust Client Service Specialist-1

TIAA•Charlotte, NC

1d•$69,800 - $107,000•Onsite

About The Position

The Trust Client Interactions Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Requirements

3+ years of financial client service experience

Nice To Haves

5+ years of financial client service experience
Client Relationship Management
Commercial Mindset
Consultative Communication
Ethical Conduct
Executive Presence
Investment Strategy Acumen
Legal Acumen
Portfolio Management
Tax
Technical Writing
Trusts

Responsibilities

Participates in a variety of centralized operational trust activities including processing moderately complex to complex transactions or reconciliations and ensuring that all requirements to open, fund, maintain, and close an account have been met.
Acts as a mentor and resource for junior team members providing guidance and support as needed.
Updates Trust accounts designed to achieve the financial objectives of individual clients through a variety of activities associated with the opening, funding, and ongoing account maintenance.
Reviews, prepares, and processes account terminations.
Assists advisors with other key partners, prioritizing those actions that enable quality client interaction.
May communicate advice to clients as directed by leaders or Sr. Trust Administrators; understands the nuances of managing relationships based on complexity, distance and accessibility.
Manages and maintains accurate records and documentation related to accounts and transactions.
Reviews, approves, and processes money movement, account opening transaction, and ensures client receipts and disbursements are properly posted.
Manages account cash flows and account activity.
Reviews each account to ensure that they are in compliance with laws, regulations and internal audit.