Hybrid Trust Specialist - Client Concierge & Administration
TIAA Financial Services
TIAA is seeking a Trust Specialist in a non-employee contingent role, onsite with hybrid work options in Charlotte, NC. The position focuses on delivering superior client service to Trust clients and partners in Wealth, handling onboarding, money movement, account maintenance, and meticulous recordkeeping within defined SLAs. As part of a centralized team, you will counsel beneficiaries on financial matters, monitor transactions, and prepare client reports on market conditions and earnings. #J-18808-Ljbffr TIAA
Vacancy posted 3 days ago
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