Trust Operations - Lead Client Services

Denveronsitesenior$52K$70K

Posted today · via Workday

About this role

About the Role: Designs and completes a variety of tasks and projects related to the Trust Department. Implements projects and work assignments according to departmental goals, objectives, and policies. In addition to having the ability to process all tasks of the Specialist II, the Specialist III is familiar with all aspects of trade order, trade placement and trade settlement. Prepares outgoing wires for trade settlement. Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects. Provides in-house expertise relation to various projects Acts as liaison between Trust Management Services and CTC on trading and asset transfers.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Denver. We weight your proximity and willingness to relocate.

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