Job Description:

Trust Relationship Officers focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships; deepening their relationships across a spectrum of needs; and assist in development or referral of client solutions as needed by client. The Trust Relationship Officer role will be service focused with requisite retention goals, primarily focused on cross penetration. The TRO will leverage support teams on client servicing needs while being the primary point of contact to the client. This role will have higher gearing (approximately 275-300 core client accounts).

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