As a part of TIAA's Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
This position is responsible for the complete administration of Trust and Investment Management accounts within the Bank. This position has direct oversight responsibility for assigned accounts and is responsible for providing quality service to high net worth clients. Service is provided primarily by phone with some face-to-face contact with clients.
This position will be located in Roseland, New Jersey (northeast NJ).
Services all assigned accounts including analyzing agreements, procuring proper account documentation, insuring compliance, monitoring operations output, and effecting distributions and other account-related transactions
Responsible for improving client satisfaction through periodic contact, analysis of clients' problems and concerns, and assistance to clients with their financial needs
Keeps current on applicable fiduciary and tax laws through attending seminars and courses in order to deliver thorough and authoritative solutions to clients
Deepens relationship with current clients through additions or upgrades to accounts, retention efforts with the next generation, and supports field advisors in winning new business
Works in a team environment to provide high levels of service to clients and support to Portfolio Managers or Wealth Advisors who share in the servicing of client relationships
Review, interpret, and implement policies and procedures within compliance and departmental guidelines
Able to work with most complex accounts and challenging clients
Provides guidance to more junior administrators
Knowledge, Skills, and Abilities
Strong analytical skills and sound understanding of investment concepts
Knowledge of trust systems including SEI, CSS, imaging tools, and other applications
Exceptional verbal and written communication and interpersonal skills
Strong detail orientation and organizational skills
10 years of fiduciary administration experience
Bachelor's degree or equivalent work experience required
CFP or CTFA preferred
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