Trust 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

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

• Physical Requirements: Sedentary Work

Career Level

7IC

- This will be part of the onboarding team

- FINRA licenses 7 & 63 preferred

Related Skills

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

Anticipated Posting End Date

2026-10-21

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).

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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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre 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. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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.

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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.

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

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