Trust Client Concierge & Onboarding Specialist
Listed on 2026-10-08
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management
TIAA in Charlotte, NC is seeking a Trust Client Interactions Specialist to deliver superior service to Trust clients and key Wealth partners. The role focuses on concierge support for daily email requests and inbound calls, onboarding, fund transfers, and ongoing account maintenance.
You will operate within a centralized team, handling recordkeeping, ensuring compliance with laws, and supporting advisors. The position emphasizes accuracy, client interaction quality, and collaboration across the
This is a genuine opportunity to take on the Trust Client Concierge & Onboarding Specialist role at TIAA.
Our group is growing, and we are hiring a Trust Client Concierge & Onboarding Specialist in Charlotte, NC, United States.
This opportunity is for the Trust Client Concierge & Onboarding Specialist role at TIAA.
We are seeking a motivated Trust Client Concierge & Onboarding Specialist to join TIAA in Charlotte, NC, United States.
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