Location: Charlotte, NC
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Regular or Temporary
Regular
Language Fluency: English (Required)
Work Shift
1st shift (United States of America)
Please review the following job description
Serve as the primary relationship contact for a portfolio of specialty institutional trust clients, delivering exceptional service, relationship management, and administrative support. This role is responsible for managing client relationships, coordinating trust administration activities, ensuring compliance with governing documents and regulatory requirements, and identifying opportunities to deepen client engagement.
Partner closely with trust officers, operations teams, investment professionals, legal counsel, and other internal stakeholders to provide proactive solutions and ensure seamless delivery of trust and custody services. The role requires strong relationship management skills, attention to detail, and a thorough understanding of fiduciary and institutional trust services.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Additional Locations: Orlando, FL
Job description provided by Truist.
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