Corporate Trust Relationship Specialist
Job Description
The Corporate Trust Relationship Specialist 2 acts as the primary service lead for one or more CLO client relationships, serving as a trusted point of contact and ensuring the consistent delivery of high-quality service across the client portfolio. This role is responsible for maintaining strong client relationships through proactive communication, effective issue resolution, and coordination of operational activities and deliverables. In addition, the Corporate Trust Relationship Specialist 2 leads client meetings and discussions, partners with internal stakeholders to drive timely and accurate execution of client deliverables, and promotes adherence to established service standards, operational controls, and departmental performance metrics. They monitor relationship health, identify potential risks or service gaps, and work proactively with management and business partners to address concerns before they impact the client experience. This position also provides guidance and coaching to junior team members, supports training and knowledge sharing initiatives, and collaborates with leadership to improve processes, enhance operational efficiency, and strengthen overall client service delivery.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in corporate trust and sales activities or related field
Preferred Skills/Experience
- Thorough knowledge of account management, trust operations, and legal regulations
- Strong project management and problem-solving skills
- Excellent interpersonal, verbal and written communications skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay Range
$86,530.00 - $101,800.00