Client Service Associate
judge groupTampa (FL)
About the 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
Before you apply
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Your profile is current
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A number in mind
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Your notice period
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