Client Service Associate
judge groupSt Petersburg, FL
Client Service Associate
L5
judge groupSt Petersburg, FL5 days ago
Industries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceWe 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 accountsServe as a primary contact for client service requests and account-related inquiriesSupport account opening, maintenance, cash movements, fee setup, and account reviewsEnsure governing documents, account records, and compliance requirements are maintained accuratelyPartner with Trust Advisors, Estate Settlement Administrators, and Client Advisors to support client relationships and business development effortsLead resolution of client issues and oversee execution of servicing action plansMentor 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
Apply now
Level
SeniorL5
Location
St Petersburg, FL
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
5 days ago
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