CW Trust Specialist-2
Nuveen
- # CW Trust Specialist-2Applyremote type: Not Designated - CWlocations: Dallas, TX, USA: Charlotte, NC, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 18, 2026 (5 days left to apply)job requisition id: R260800081This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs. 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*** Manages the set-up, implementation, and administration of trusts and estates.* Monitors transactions, cash flows, and account activity.* Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.* 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.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 3+ Years Required; 5+ Years Preferred**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 7IC Start Date: 07-Sep-2026End Date: 07-Sep-2027Travel Required: No**Anticipated Posting End Date:**2026-08-18Actual 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.\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**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**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) 842-2755Email: View email address on click.appcast.io**Drug and Smoking Policy**TIAA maintains a drug-free and smoke/free workplace.**Privacy Notices**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.
- J-18808-Ljbffr Nuveen
Vacancy posted 2 days ago
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