About this role
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
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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
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Serve as the primary day-to-day contact for assigned institutional trust and custody clients.
2. Build and maintain strong client relationships through proactive communication and responsive service.
3. Coordinate the administration of trust, custody, escrow, and other specialty fiduciary accounts in accordance with governing documents, policies, and regulatory requirements.
4. Manage client requests, issue resolution, and service delivery across multiple internal business partners.
5. Prepare and facilitate client review meetings, presentations, and reporting packages.
6. Monitor account activity and identify operational, compliance, or service issues requiring escalation.
7. Support business retention efforts and identify opportunities to expand existing client relationships.
8. Ensure accurate documentation, recordkeeping, and completion of required account reviews.
9. Partner with operations, legal, risk, compliance, and investment teams to deliver comprehensive client solutions.
10. Maintain a strong understanding of specialty trust products, industry trends, and regulatory developments.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree or equivalent combination of education, training, and relevant experience.
2. Experience in institutional trust, fiduciary administration, custody services, banking, wealth management, or related financial services discipline.
3. Proven experience in relationship management and delivering exceptional client service.
Preferred Qualifications:
1. Strong understanding of trust and fiduciary principles, financial services operations, and applicable regulatory requirements.
2. Ability to read, interpret, and understand contractual agreements and governing documents.
3. Strong analytical and problem-solving skills with the ability to identify and resolve client and operational issues.
4. Excellent written and verbal communication skills, with the ability to interact effectively with clients and internal partners.
5. Demonstrated ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
6. Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
7. Working knowledge of Trust and Agency systems, software applications, and related platforms.
8. Ability to build and maintain strong client relationships while partnering effectively with cross-functional teams.
9. Strong organizational, time management, and follow-through skills with a commitment to service excellence.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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