Trust & Estate Relationship Specialist

Capital-Group-1; Reno (NV); On-site; USD 80,000 - 128,000; Full time

Job summary

Capital Group is hiring for a Relationship Specialist (Senior level) to join the Trust Relationship team in Reno, NV. The role focuses on coordinating client relationships, cash management, distributions, and account activity, with collaboration across internal and external teams.

The position emphasizes fiduciary responsibilities, compliance, and delivering exceptional service to clients and intermediaries in a fast-paced environment.

Responsibilities

• Pro-active member of the Trust Relationship team helping to anticipate, execute and coordinate activities across prospecting, client management and Leads.
• Oversees client relationships including cash management, distributions, contributions, asset allocation and investment actions.
• Coordinates onboarding of new accounts and ensures timely and accurate client communications and documentation.

Job description

Capital Group is hiring for a Relationship Specialist (Senior level) to join the Trust Relationship team in Reno, NV. The role focuses on coordinating client relationships, cash management, distributions, and account activity, with collaboration across internal and external teams.

The position emphasizes fiduciary responsibilities, compliance, and delivering exceptional service to clients and intermediaries in a fast-paced environment.