What are the responsibilities and job description for the Trust Specialist: Client Interaction / Phone Support position at TIAA?
The Trust 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
Career Level
7IC
Preferred Qualifications
Accessibility Support
Key Responsibilities and Duties
- Manages the set-up, implementation, and administration of trusts and estates.
- Monitors transactions, cash flows, and account activity.
- Counsels clients on financial matters such as, but not limited to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and business succession planning.
- Analyzes trust documents to determine acceptability by the bank.
- Reviews portfolios to ensure that they are in compliance with laws and regulations.
- Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
7IC
Preferred Qualifications
- At least 3 years of client relationship/service experience, preferably in financial planning or Trust services for the developing proficiency
- Ability to work in a centralized team environment or independently.
- Contributes to a positive team environment that fosters cooperation, trust and group identity.
- Excellent and timely communication, relationship building and analytical skills.
- Excellent organization and time-management skills; ability to analyze and prioritize large amounts of information and manage multiple priorities at once.
- Experience with trust and estate services and administration.
- Understanding of the various products and services offered within TIAA.
- Adheres to fiduciary laws and regulations.
- Ability to meet/exceed deadlines and service level agreements.
- Training and mentoring others.
- Prior client service experience required.
- Experience with Salesforce.
Anticipated Posting End Date:
2025-01-31
Base Pay Range: $65,000/yr. - $85,000/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.
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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: (800) 842-2755
Email:
accessibility.support@tiaa.org
Salary : $65,000 - $85,000
