Trust Operations & Client Concierge Specialist
Listed on 2026-10-19
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
TIAA is seeking a Trust Client Interactions Specialist to support a centralized team delivering superior service to Wealth clients and key partners. The role handles onboarding, money movement, account maintenance, and recordkeeping within defined SLAs, with focus on accurate processing and strong client communication.
The position offers opportunities to mentor junior staff and collaborate with Advisors, with FINRA licenses 7 and 63 preferred.
As a Trust Operations & Client Concierge Specialist, you will play an important part at TIAA in Charlotte, NC, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Sales.
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