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Specialized Trust Company

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Specialized Trust Company Client Service Specialist

Albuquerque, NM · On-site

$16.50/hr

Specialized Trust Company Client Service Specialist (Self-Directed IRAs) Location (In-Office) Specialized Trust Company 6100 Indian School Rd NE, Suite 215 Albuquerque, NM 87110 Compensation $16.50 ...

Specialized Trust Company

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Specialized Trust Company Investment Specialist

Albuquerque, NM · On-site

$16.50/hr

Specialized Trust Company Investment Specialist (Self-Directed IRA) Location (In-Office) Specialized Trust Company 6100 Indian School Rd NE, Suite 215 Albuquerque, NM 87110 Compensation $16.50 per ...

Teton Trust Company

Trust Officer

Jackson, WY

We specialize in delivering customized trust administration, estate planning, and wealth management solutions to high-net-worth individuals and families worldwide. Our team is committed to the ...

Old North State Trust

Trust Officer

Greensboro, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Greenville, NC · On-site

Old North State Trust, a Greensboro, NCbased financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Greensboro, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Mooresville, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Greenville, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Lexington, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Greensboro, NC · On-site

Old North State Trust, a Greensboro, NCbased financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Mooresville, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Greenville, NC · On-site

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Mooresville, NC · On-site

Old North State Trust, a Greensboro, NCbased financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Lexington, NC

Old North State Trust, a Greensboro, NC-based financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

Old North State Trust

Trust Officer

Lexington, NC · On-site

Old North State Trust, a Greensboro, NCbased financial services firm specializing in investment management, trust administration, and estate services, is seeking qualified candidates for the role of ...

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All JobsSpecialized Trust Jobs

Specialized Trust information

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$33.5K

$71.4K

$108.5K

How much do specialized trust jobs pay per year?

As of Jul 26, 2026, the average yearly pay for specialized trust in the United States is $71,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What is the difference between Specialized Trust vs Trust Officer?

AspectSpecialized TrustTrust Officer
CredentialsCertifications in trust management, financial planning, or estate planningSimilar certifications, often including Certified Trust and Financial Advisor (CTFA)
Work EnvironmentTypically within trust departments of banks or financial institutions, focusing on specific trust typesBanking or financial institutions, managing client relationships and trust portfolios
Employer & IndustryFinancial institutions, trust companies, wealth management firmsBanking institutions, trust departments, wealth management firms
Search & Comparison IntentUnderstanding specialized trust roles and responsibilitiesGeneral trust management and client relationship roles

Specialized Trust professionals focus on managing specific types of trusts with specialized knowledge, often requiring advanced certifications. Trust Officers handle broader trust portfolios, client relationships, and estate planning within financial institutions. While both roles require trust management expertise, Specialized Trust roles are more niche, whereas Trust Officers have a broader client-facing scope.

What cities are hiring for Specialized Trust jobs? Cities with the most Specialized Trust job openings:
What states have the most Specialized Trust jobs? States with the most job openings for Specialized Trust jobs include:
What job categories do people searching Specialized Trust jobs look for? The top searched job categories for Specialized Trust jobs are:
Specialized Trust jobs near you
Infographic showing various Specialized Trust job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 8% Part Time, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $71,376 per year, or $34.3 per hour.
Specialized Trust Company Client Service Specialist

Specialized Trust Company Client Service Specialist

Specialized Trust Company

Albuquerque, NM • On-site

$16.50/hr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 15 days ago

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Job description

Specialized Trust Company Client Service Specialist (Self-Directed IRAs)

Location (In-Office)
Specialized Trust Company
6100 Indian School Rd NE, Suite 215
Albuquerque, NM 87110

Compensation
$16.50 per hour

Position Summary
Specialized Trust Company is seeking a detail-oriented and customer-focused Client Service Specialist to join our growing team. This role is essential in delivering an exceptional client experience by supporting our call center operations and guiding clients through their self-directed IRA transactions.

The ideal candidate thrives in a fast-paced environment, communicates confidently, and takes ownership of client needs from start to finish. This position plays a key role in maintaining service excellence, operational efficiency, and regulatory compliance.

What You’ll Do

As a Client Service Specialist, you will serve as a trusted resource for clients, partners, and internal teams by:

  • Delivering exceptional customer service to prospective and existing clients through inbound and outbound communications
  • Handling inquiries from clients, attorneys, title companies, and investment sponsors
  • Assisting clients with account activity including:
    • Investment processing and walkthroughs
    • Contributions and distributions
    • Bill payments and account transactions
  • Conducting proactive follow-up on outstanding items to resolve deficiencies and ensure timely processing
  • Supporting fee collection activities
  • Clearly explaining company policies, procedures, and account guidelines
  • Providing general guidance regarding IRS regulations and potential prohibited transactions (non-advisory)
  • Effectively addressing client concerns and escalating complex issues when needed
  • Taking full ownership of escalated cases, ensuring resolution and follow-through
  • Maintaining compliance with all company policies and service standards
  • Contributing to team success and participating in additional projects as assigned

What We’re Looking For

Core Competencies:

  • Strong problem-solving and analytical skills
  • Excellent communication and interpersonal abilities
  • High level of customer/client focus
  • Ability to work both independently and collaboratively
  • Strong time management and organizational skills
  • Proactive mindset with a sense of ownership and initiative
  • Comfortable navigating technical systems and processes

Why Join Specialized Trust Company?

  • Be part of a growing organization in the self-directed retirement industry
  • Work in a role where you can make a meaningful impact on client success
  • Collaborative, team-oriented environment focused on excellence
  • Opportunity to build expertise in alternative investments and retirement solutions

Ideal Candidate Profile

  • Experience in customer service, financial services, or call center environments preferred
  • Interest or background in retirement accounts, IRAs, or alternative investing is a plus
  • Ability to explain complex information in a clear and approachable way

If you’re passionate about delivering top-tier client service and want to grow your career in a specialized financial services environment, we’d love to hear from you.

Company Description

Specialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines.