Trust Client Interactions Specialist

Nuveen; United States; On-site; USD 70,000 - 107,000; Full time

Job summary

The Trust Client Interactions Specialist at TIAA works on a centralized team to deliver superior service to Trust clients and key partners in Wealth, handling daily email requests and inbound calls, plus onboarding, money movement, account maintenance and recordkeeping within SLA expectations.

You will support advisors and senior Trust Administrators, ensure accurate records, review transactions for compliance, and maintain strong client relationships while balancing efficiency with rigorous

Qualifications

• University degree required.
• 3+ years of experience in trust operations; 5+ years preferred.
• Sedentary work.

Responsibilities

• Participates in centralized operational trust activities, including processing moderately complex to complex transactions and ensuring account opening, funding, maintenance and closure requirements are met.
• Acts as a mentor and resource for junior team members, providing guidance and support.
• Updates trust accounts to achieve the financial objectives of clients through opening, funding, and ongoing account maintenance.
• Reviews, prepares, and processes account terminations.
• Assists advisors with key partners, prioritizing actions that enable quality client interaction.
• May communicate advice to clients as directed by leaders or Sr. Trust Administrators; handles relationships based on complexity and accessibility.
• Manages and maintains accurate records and documentation related to accounts and transactions.
• Reviews, approves, and processes money movement, account openings, and ensures client receipts and disbursements are posted correctly.
• Manages account cash flows and activity; reviews accounts for compliance with laws, regulations and internal controls.

Skills

Client relationships

Commercial mindset

Consultative communication

Ethical conduct

Executive presence

Investment strategy

Legal acumen

Portfolio management

Tax knowledge

Technical writing

Trusts

Education

University degree

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 SLA's. Service is provided by phone without in-person 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.

Educational Requirements

University (Degree)

Preferred Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Sedentary Work

Related Skills

• Client Relationship Management
• Commercial Mindset
• Consultative Communication
• Ethical Conduct
• Executive Presence
• Investment Strategy Acumen
• Legal Acumen
• Portfolio Management
• Tax
• Technical Writing
• Trusts

Base Pay Range

$69,800/yr - $107,000/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, non-annual sales incentive plans, or other non-annual 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 we' re a market-leading retirement company fueled by world-class asset management. But we' re not just another legacy financial services firm. We' re fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we' re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow' s challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’ s 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 well-being. 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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

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: [phone] Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.