Trust Client Concierge & Operations Specialist

Nuveen; Charlotte (NC); On-site; USD 70,000 - 107,000; Full time

Job summary

Nuveen, part of the TIAA wealth ecosystem, seeks a Trust Client Interactions Specialist to provide centralized, concierge-level service for daily email and inbound client calls. You will support onboarding, fund accounts, perform maintenance, and maintain records, while mentoring junior colleagues and assisting advisors on complex client matters from the Charlotte, NC area.

The role emphasizes accuracy, regulatory compliance, and strong client communication to uphold trusted relationships across

Qualifications

• University degree preferred.
• FINRA licenses 7 & 63 preferred.
• Experience in trust operations and client service is advantageous.

Responsibilities

• Process moderately complex to complex transactions or reconciliations for trust accounts.
• Open, fund, maintain, and close accounts in compliance with policies.
• Provide onboarding support, money movement, and recordkeeping.
• Mentor junior team members and share guidance as needed.
• Ensure accounts comply with laws and internal controls.
• Assist advisors and key partners; communicate advised actions when directed.

Skills

Client Relationship Management

Commercial Mindset

Consultative Communication

Ethical Conduct

Executive Presence

Investment Strategy Acumen

Legal Acumen

Portfolio Management

Tax

Technical Writing

Trusts

Education

University (Degree) Preferred

Job description

Nuveen, part of the TIAA wealth ecosystem, seeks a Trust Client Interactions Specialist to provide centralized, concierge-level service for daily email and inbound client calls. You will support onboarding, fund accounts, perform maintenance, and maintain records, while mentoring junior colleagues and assisting advisors on complex client matters from the Charlotte, NC area.

The role emphasizes accuracy, regulatory compliance, and strong client communication to uphold trusted relationships across