Trust Operations & Client Concierge Specialist

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

Job summary

TIAA is seeking a Trust Client Interactions Specialist to support a centralized team delivering superior service to Wealth clients and key partners. The role handles onboarding, money movement, account maintenance, and recordkeeping within defined SLAs, with focus on accurate processing and strong client communication.

The position offers opportunities to mentor junior staff and collaborate with Advisors, with FINRA licenses 7 and 63 preferred.

Qualifications

• 3+ years of experience in trust operations or client service
• FINRA licenses 7 and 63 preferred
• Ability to open, fund, maintain, and close accounts with accuracy

Responsibilities

• Process moderately complex to complex trust transactions and reconciliations
• Mentor junior team members and provide guidance
• Update trust accounts to meet client objectives
• Review and process account terminations
• Assist advisors and partners to enable quality client interaction
• Manage money movement and account cash flows
• Ensure compliance with laws and internal audits

Skills

Client relationship management

Commercial mindset

Consultative communication

Executive presence

Ethical conduct

Portfolio management

Tax knowledge

Technical writing

Education

University degree preferred

Job description

TIAA is seeking a Trust Client Interactions Specialist to support a centralized team delivering superior service to Wealth clients and key partners. The role handles onboarding, money movement, account maintenance, and recordkeeping within defined SLAs, with focus on accurate processing and strong client communication.

The position offers opportunities to mentor junior staff and collaborate with Advisors, with FINRA licenses 7 and 63 preferred.