Trust Client Concierge & Operations Specialist
Listed on 2026-10-19
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Customer Service/HelpDesk
Client Relationship Management, Banking & Finance
Nuveen, part of the TIAA wealth ecosystem, seeks a Trust Client Interactions Specialist to provide centralized, concierge-level service for daily email and inbound client calls. You will support onboarding, fund accounts, perform maintenance, and maintain records, while mentoring junior colleagues and assisting advisors on complex client matters from the Charlotte, NC area.
The role emphasizes accuracy, regulatory compliance, and strong client communication to uphold trusted relationships across
We are currently recruiting a Trust Client Concierge & Operations Specialist for our team in Charlotte, NC, United States.
This posting is for the Trust Client Concierge & Operations Specialist role at Nuveen, based in Charlotte, NC, United States.
We are looking to fill the Trust Client Concierge & Operations Specialist position at Nuveen in Charlotte, NC, United States.
The Trust Client Concierge & Operations Specialist role at Nuveen is now open for applications in Charlotte, NC, United States.
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