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...
**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...
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