Client Services Specialist – Wealth & Estate Trusts

Spectraforce Technologies; Tampa (FL); On-site; USD 42,000 - 58,000; Full time

Job summary

Spectraforce Technologies seeks a Client Services Representative for a 3-month assignment in Tampa, onsite. The role focuses on maintaining client relationships and coordinating administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts in collaboration with the Client Support Services Team.

The successful candidate will handle client inquiries, develop action plans, oversee transaction processing, and support advisors with meetings and

Qualifications

• Excellent oral and written communication skills are required.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. Peoplesoft) is required.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Receives service requests from clients and partners; communicates to service partners to facilitate service changes or transactions.
• Oversees development of action plans for client servicing events and ensures execution and follow-up.

Job description

Spectraforce Technologies seeks a Client Services Representative for a 3-month assignment in Tampa, onsite. The role focuses on maintaining client relationships and coordinating administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts in collaboration with the Client Support Services Team.

The successful candidate will handle client inquiries, develop action plans, oversee transaction processing, and support advisors with meetings and