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Supporting the Corporate Trust team remotely, the full-time Corporate Trust Relationship Manager III will act as the main point of contact for large trustee clients, providing complex administrative support, resolving issues, and ensuring compliance for institutional and corporate trust accounts.
Key responsibilities: Build and maintain relationships with clients, addressing both routine and complex requests Review transaction structures and legal documents to ensure proper operational mechanics Collaborate with internal teams to ensure compliance and proper administration of client accountsRequired qualifications: Bachelor's degree or equivalent work experience At least 7 years of relevant experience in corporate trust services Experience with billing, transaction closing, and cash/investment transactions Knowledge of debt service calculations and compliance review processes Ability to negotiate document provisions in partnership with legal teams

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Compliance Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

3 days ago

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