Client Service Representative

Apex Systems; Tampa (FL); Hybrid; USD 52,000 - 75,000; Full time

Benefits offered by this job

401K plan

ESPP (employee stock purchase)

Health insurance

Disability insurance

Professional development

Job summary

Everforth Apex Systems is seeking a Client Service Representative in Tampa, FL, onsite from 8:30 am to 5 pm EST. This role focuses on sustaining client relationships across fiduciary, investment management, estate settlement, guardianship, and custody accounts.

You will coordinate account administration, respond to client inquiries, and oversee action plans and transaction processing. Strong communication, financial services knowledge, and Peoplesoft experience are essential for success.

Qualifications

• Bachelor’s degree or equivalent proven work experience.
• 5+ years of experience in financial servicing or related field.
• Excellent oral and written communication skills.
• Knowledge of personal trust, estate, guardian, and advisory services.
• Knowledge of internal bank trust functions.
• Analytical, problem-solving, and organizational skills.
• Technical skills and systems knowledge (e.g., PeopleSoft).

Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain knowledge of governing documents and account agreements.
• Receive service requests from clients and partners; obtain information to facilitate changes or transactions.
• Coordinate resolution of client issues and communicate steps taken to resolve requests.
• Oversee development of action plans for client servicing events and ensure execution and follow-up.
• Engage Client Support Services Team on account opening/closing, cash movement, and fee setups.
• Assist Trust Advisors and Estate/Guardianship Administrators in processes and annual reviews.
• Maintain knowledge of business applications critical to relationship management including client online tools.
• Identify service-efficiency improvements and proactive service delivery.

Skills

Excellent communication

Analytical skills

Problem-solving

Client relationship management

PeopleSoft

Education

Bachelor’s degree or equivalent experience

Tools

PeopleSoft

Job description

Client Service Representative – Location: Tampa, Florida – Work Model: Onsite, Monday - Friday – Work Hours: 8:30 am - 5 pm EST

Role Overview

This role is responsible for maintaining client relationships by coordinating the administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. The position involves establishing and maintaining accounts, responding to client inquiries, producing action plans, and overseeing transaction processing. This role will also assist with client requests, meetings, business development, and creating client presentations.

Key Responsibilities

• Coordinate account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develop and maintain a working knowledge of governing documents and account agreements.
• Receive service requests from clients and partners, and communicate to service partners; obtain appropriate information from partners and clients to facilitate service changes or transactions.
• Coordinate the resolution of client issues, informing the client of steps taken to resolve requests or problems.
• Oversee the development of appropriate action plans for client servicing events and ensure execution and follow-up.
• Engage the Client Support Services Team on the execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Assist Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in the account acceptance process, discretionary request analysis and process, compliance management, and annual account review process.
• Develop and maintain a working knowledge of various business applications critical to relationship management including client on-line tools.
• Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Serve as a key subject-matter expert and mentor to other employees.

Required Qualifications

• Education: A college or university degree and/or relevant proven work experience is preferred.
• Experience: 5 years of experience in financial servicing or a related field is preferred.
• Excellent oral and written communication skills are required.
• In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products is required.
• Knowledge of internal bank trust functions is required.
• Analytical, problem-solving, and organizational skills are required.
• Technical skills and systems knowledge (e.g., Peoplesoft) are required.
• Must be highly flexible and adaptable to change.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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