Trust & Estate Client Services Specialist

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

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.