Trust Specialist
Trust Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 SLAs. Service is provided by phone without inperson client contact or direct client alignment.
Key Responsibilities and Duties
- 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.
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
7IC
Related SkillsClient Relationship Management Commercial Mindset Consultative Communication Ethical Conduct Executive Presence Investment Strategy Acumen Legal Acumen Portfolio Management Tax Technical Writing Trusts
Anticipated Posting End Date:
Base Pay Range: $65000/yr. $85000/yr.Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
