Regional Trust Specialist Onboarding HNW Trusts
Job in
Dover, Strafford County, New Hampshire, 03821, USA
Listed on 2026-06-16
Listing for:
Role, Inc.
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Services, Regulatory Compliance Specialist
Job Description & How to Apply Below
Role, Inc. is looking for an Associate Regional Trust Specialist to help onboard high net worth clients at Fidelity Personal Trust Company. The successful candidate will educate clients and associates about trust services, ensuring compliance and offering guidance throughout the process.
Applicants should have a college degree, at least 5 years of experience, and strong analytical skills. This role allows for independent work and requires excellent communication capabilities to thrive in a team-oriented environment.
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