Trust Specialist
TIAA-CREF Main•Frisco, TX
•Onsite
About The Position
The Trust 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 Required
Nice To Haves
- 5+ Years Preferred
Responsibilities
- Manages the set-up, implementation, and administration of trusts and estates.
- Monitors transactions, cash flows, and account activity.
- Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
- Reviews portfolios to ensure that they are in compliance with laws and regulations.
- Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
