Trust Onboarding & Client Services Specialist
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-19
Listing for:
TIAA
Full Time
position Listed on 2026-08-19
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
TIAA is seeking a Trust Specialist contractor to support centralized Wealth Trust activities. The role involves onboarding, money movement, account maintenance, and servicing with a focus on high-quality client service, primarily via phone and email, with no in-person client contact.
The position is onsite with hybrid potential, with a 12-month engagement that can extend based on business needs. Strong attention to detail and accountability are essential for meeting defined SLAs.
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