Wealth Management Trust Specialist

Job Summary

Providing high-quality customer service, the full-time Wealth Management Trust Specialist will respond to inquiries and requests from an affluent client base, resolve issues, and ensure compliance with legal requirements while working remotely.

Key responsibilities

• Act as the first point of contact for clients, handling telephone inquiries and requests
• Process routine customer service requests and resolve problems while monitoring risk and compliance
• Perform Medallion Signature Guarantee and wire callbacks to prevent fraud and ensure accuracy

Required qualifications

• Associate's degree or equivalent work experience
• Two to five years of experience in client/customer service and fiduciary activities
• Thorough knowledge of personal trust administration and fiduciary regulations
• Strong problem-solving and negotiation skills
• Proven commitment to high-quality customer service