Trust & Estates Concierge Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-15
Listing for:
Nuveen
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
Nuveen CW Trust Specialist-2 role sits onsite in Dallas, with a likely hybrid capacity. You will provide trusted client support, onboarding of trust accounts, money movements, and ongoing servicing within defined SLAs. The role collaborates with Wealth partners and Trust clients via phone and email.
A university degree is preferred and 3+ years of experience are required; 5+ years are preferred. You will monitor transactions, advise on beneficiary settlements, review portfolios for compliance,
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