Senior Trust & Escrow Client Services Specialist

JTC Group; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

JTC Group in Boston, MA, is seeking a Sr. Administrator to support Client Services, ensure excellent service, and streamline processes.

You will manage client relationships, oversee trust and escrow workflows, and coordinate with banking partners. Strong communication and multi-tasking are essential.

Salary range is $70,000–$90,000 per year, commensurate with experience; join a team committed to inclusion and client success.

Qualifications

• 3+ years of client service or customer success experience.
• Minimum 3 years banking or financial services experience, including trust & escrow knowledge.
• Knowledge or experience with 1031 Like Kind Exchanges.
• Detail-oriented skills to review legal and financial documents.
• Strong skills in Microsoft Word, Excel, and PowerPoint; ability to learn other software.
• Excellent verbal and written communication skills.
• Ability to multi-task and meet deadlines with strong organizational skills.

Responsibilities

• Maintain client relationships to ensure client satisfaction and high level of service.
• Identify required documentation in trust/escrow agreements and establish subaccounts.
• Coordinate with banking partners to open depository or escrow accounts.
• Ensure clients are administered from inception to contractual completion.
• Handle timely and accurate client billing.
• Create and maintain desk procedures per client.
• Data entry and portal data accuracy review.
• Process 1031 Like Kind Exchanges and maintain client relationships.
• Ensure exchange periods are properly administered and documentation generated.
• Coordinate dates with ancillary parties for funding and settlement.
• Perform other duties as required.
• Adhere to JTC core values and expected behaviours.

Skills

Client service

Communication

Multi-tasking

Time management

Tools

Microsoft Office Suite

Job description

JTC Group in Boston, MA, is seeking a Sr. Administrator to support Client Services, ensure excellent service, and streamline processes.

You will manage client relationships, oversee trust and escrow workflows, and coordinate with banking partners. Strong communication and multi-tasking are essential.

Salary range is $70,000–$90,000 per year, commensurate with experience; join a team committed to inclusion and client success.