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US Relationship Acquisition 6 # 26-23591
Job Location:
Job Location:
New York City, NY - USA
Hourly Salary:
USD 40 - 40
Hourly Salary:
Posted:
22 October 2026 (3 days ago)
Posted:
Application Deadline:
19 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Contract Duration: 12 month likely to extend
Role overview
Client service & relationship support
Note:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions please visit .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race colour religion sex sexual orientation gender identity national origin disability or status as a protected veteran.
AI Statement: By applying you acknowledge that AI-assisted tools may be used during hiring.
#LI-AS140
Role overview
- To provide high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports the servicing and operational maintenance of trust and estate relationships and provides guidance to Trust Relationship Managers to ensure trust and company structures are administered in accordance with governing documents (e.g. Trust Deed Memorandum & Articles of Association or equivalent) applicable laws and regulations and internal policies and standards
Client service & relationship support
- Support the ongoing service of UHNW/HNW trust and estate relationships responding to client requests and coordinating with internal and external stakeholders as needed.
- Provide operational support to Trust Relationship Managers on more complex trust and estate portfolios.
- Oversight of trust and company administration
- Guide and support one or more Trust Relationship Managers to ensure accurate execution of trust/company activities in accordance with governing instruments and relevant jurisdictional requirements.
- Maintain strong file hygiene and documentation standards across client structures.
- Monitor and ensure timely completion of client reporting at the required frequency including (as applicable) valuations annual financial statements investment information tax/technical reports and ad hoc reporting.
- Ensure any required internal/Group reporting is completed accurately and on time.
- Risk management due diligence & compliance
- Ensure due diligence and compliance requirements are adhered to within the team including KYC/AML and ongoing monitoring obligations.
- Escalate issues breaches or emerging risks promptly and support remediation actions.
- Provide reporting and support to management on technical and operational issues including participation in projects and process improvements.
- Commercial discipline & opportunity identification
- Review client relationships and trust structures to identify potential new business opportunities.
- Support appropriate pricing for new and existing trust cases ensuring services are properly scoped and commercially sound.
- May develop or support specialist offerings such as Philanthropy Legacy Wealth Planning or Probate Services (not exhaustive) aligned to client needs and business priorities.
- Knowledge skills and experience
- Experience in trust/fiduciary administration and client servicing within a regulated financial services environment.
- Working knowledge of trust and company structures governing documentation and jurisdictional requirements relevant to the role.
- Strong understanding of due diligence KYC/AML and operational risk controls.
- Ability to manage multiple deadlines and deliver accurate high-quality reporting.
- Strong communication skills and confidence in handling client queries and stakeholder coordination.
- Commercial awareness (pricing support identifying opportunities understanding client needs).
- Ability to coach/support administrators and contribute to a collaborative team environment.
- Bachelor of Arts or Bachelor of Science preferably
- Some trust experience
- HNW clients and their professional advisers (attorneys tax advisers investment managers)
- Trust Officers Trust Administrators fiduciary operations teams
- Compliance Risk Finance Legal and other internal partners
- External service providers and relevant jurisdictional parties (as required)
- On-time accurate delivery of client and internal reporting.
- Strong compliance outcomes (timely due diligence clean audit findings effective issue escalation).
- High-quality administration of trust/company structures with minimal errors and rework.
- Positive client feedback and effective support of Trust Officers on complex cases.
- Identified opportunities progressed appropriately and pricing discipline maintained.
Note:
- Hybrid. 3 days per week in-office Tues Thurs
- supplier bill rate not to exceed: see rate card
- Interview process: 1 round panel interview.
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions please visit .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race colour religion sex sexual orientation gender identity national origin disability or status as a protected veteran.
AI Statement: By applying you acknowledge that AI-assisted tools may be used during hiring.
#LI-AS140
About Company
USTECH SOLUTIONS is the largest independent diversity workforce partner operating a global footprint. For 20+ years, we have partnered with leading MSPs and some of the world’s largest enterprises to deliver a flexible workforce.
