Client Service Associate

The Judge Group; Tampa (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

The Judge Group is 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 and compliant account administration.

Responsibilities include coordinating account administration, acting as primary client contact, supporting account openings

Qualifications

• 3+ years of experience in trust administration, fiduciary services, wealth management, estate settlement, private banking, or related financial services

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 improvement

Skills

Trust administration

Client relationship management

Fiduciary compliance

Job description

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 improvement

QUALIFICATIONS:

• 3+ years of experience in trust administration, fiduciary services, wealth management, estate settlement, private banking, or related financial services