Specialty Institutional Truist Services Client Manager

Overview

In this role you serve as the main contact for a portfolio of institutional trust clients, delivering proactive relationship management and coordinated fiduciary services. You'll work with trust officers, operations, legal, risk, and investment teams to ensure compliant, seamless delivery of trust and custody solutions. You help retain clients and expand relationships while staying current on regulatory developments. This is a client-centric role in a collaborative, compliance-driven environment where accuracy and service excellence matter.

Compensation / Benefits

• medical, dental, and vision Insurance
• life insurance and disability benefits
• tax-advantaged savings accounts; 401k plan
• vacation and sick days; paid holidays
• pension plan and/or RSUs or deferred compensation (where applicable)

Responsibilities

• Serve as day-to-day contact for institutional trust and custody clients
• Build strong client relationships through proactive communication
• Coordinate administration of trust, custody, escrow and fiduciary accounts per governing documents and regulations
• Manage client requests, issue resolution, and service delivery across internal partners
• Prepare and present client review meetings and reporting packages
• Monitor account activity and escalate issues as needed
• Support retention efforts and identify opportunities to deepen client relationships
• Ensure accurate documentation, recordkeeping, and account reviews
• Collaborate with operations, legal, risk, compliance, and investment teams to deliver client solutions
• Maintain understanding of trust products, industry trends, and regulatory developments

Key requirements

• Bachelor's degree or equivalent
• Experience in institutional trust, fiduciary administration, custody, banking, wealth management, or related financial services
• Proven relationship management and client service experience

• Excellent written and verbal communication
• Strong organizational and time management skills
• Attention to detail
• Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Working knowledge of Trust and Agency systems and related platforms
• Contract interpretation and governance awareness