Client Service Associate
Client Service Associate
judge groupTampa, FL
2 days ago
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this role →We are seeking an experienced Senior Trust Administrator / Fiduciary Client Service Associate to support the administration of complex trust, estate, guardianship, custody, and investment management accounts. This role serves as a key relationship partner to clients, advisors, and internal teams, ensuring exceptional service, accurate account administration, and compliance with fiduciary requirements.
RESPONSIBILITIES:
Coordinate administration of trust, estate, guardianship, custody, and investment management accounts Serve as a primary contact for client service requests and account-related inquiries Support account opening, maintenance, cash movements, fee setup, and account reviews Ensure governing documents, account records, and compliance requirements are maintained accurately Partner with Trust Advisors, Estate Settlement Administrators, and Client Advisors to support client relationships and business development efforts Lead resolution of client issues and oversee execution of servicing action plans Mentor junior team members and identify opportunities for process improvementQUALIFICATIONS: 3+ years of experience in trust administration, fiduciary services, wealth management, estate settlement, private banking, or related financial services
Also on the board Same function, level within a rung
Level
Senior
Location
Tampa, FL
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago