Trust Specialist

TIAA • Charlotte, NC

1d

About The Position

The Trust Client Interactions Specialist works on a centralized team to provide customer service to Trust clients and key Wealth partners. The role provides specialized support for daily email requests and inbound client calls, and processes trust account onboarding, money movement, account maintenance, servicing, and recordkeeping within defined service-level agreements. Service is provided by phone, without in-person client contact or direct client alignment. The position is part of the onboarding team.

The role handles moderately complex to complex trust operations, supports account opening, funding, maintenance, and termination, and helps ensure account activity complies with applicable laws, regulations, and internal audit requirements. The specialist also serves as a resource for junior team members and supports advisors and other key partners in enabling quality client interactions.

Requirements

• At least 3 years of required work experience.
• University degree preferred.
• FINRA Series 7 and Series 63 licenses preferred.
• Knowledge or skills related to client relationship management, consultative communication, ethical conduct, executive presence, investment strategy, legal matters, portfolio management, tax, technical writing, or trusts.

Nice To Haves

• At least 5 years of work experience preferred.
• University degree preferred.
• FINRA Series 7 and Series 63 licenses preferred.

Responsibilities

• Provide customer service to Trust clients and key Wealth partners through daily email requests and inbound phone calls.
• Process trust account onboarding, money movement, account maintenance, servicing, and recordkeeping within defined service-level agreements.
• Participate in centralized operational trust activities, including processing moderately complex to complex transactions or reconciliations.
• Ensure requirements to open, fund, maintain, and close accounts have been met.
• Mentor and provide guidance and support to junior team members.
• Update Trust accounts through activities associated with opening, funding, and ongoing maintenance.
• Review, prepare, and process account terminations.
• Assist advisors and other key partners, prioritizing actions that support quality client interactions.
• Communicate advice to clients when directed by leaders or Senior Trust Administrators, taking relationship complexity, distance, and accessibility into account.
• Maintain accurate account and transaction records and documentation.
• Review, approve, and process money movement and account-opening transactions; ensure client receipts and disbursements are properly posted.
• Manage account cash flows and account activity.
• Review accounts for compliance with laws, regulations, and internal audit requirements.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• The compensation package may include participation in a performance-linked incentive program, depending on the role.

What This Job Offers

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