Xavier Blackburn
Client Trust Services Specialist @ TIAA | Series 6, Series 63
- Role
- Trust Specialist at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Xavier Blackburn
Welcome! I’m a Trust Specialist with a background in finance, client support, and retirement services. I’m focused on helping clients protect their assets and make confident financial decisions. My experience in high-volume financial consulting and money-movement support has strengthened my attention to detail, communication, and service. I’m continuing to grow in the trust and wealth space and always open to connecting with others in the industry.
Experience
Trust Specialist
Dec 2025 — Present · Charlotte, NC, US
Process trust account onboarding, funding, maintenance, money movement, and terminations within SLAs.• Provide concierge-level support to Trust clients and internal Wealth partners.• Review and validate trust documents to ensure accuracy, compliance, and proper account setup.• Assist junior team members by providing guidance on trust processes and workflows.• Coordinate with Trust Administrators and partners to resolve onboarding and servicing requests.• Ensure accurate posting of money movement, disbursements, and account updates.• Communicate with internal teams to clarify documentation, status updates, and next steps.• Use Salesforce, SharePoint, and workflow platforms to manage cases and documentation.• Maintain accuracy and attention to detail in a high-volume, fast-paced environment.• Support compliance by identifying discrepancies and aligning accounts with regulatory requirements.
Education
University of North Carolina at Greensboro
Bachelor's degree, Foods, Nutrition, and Wellness Studies
2012 — 2018
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