Client Services Representative

Job Title: Client Services Representative
Location: 1001 Water Street, Suite 900, Tampa, FL 33602
Duration: 3 months Assignment
Shift/Hours: 40hours/week, 8:30am - 5:00pm EST
Work Model: Fully Onsite, M to F
Interview Process: 2 rounds (virtual & onsite)
Note: This opportunity may also transition to a permanent position, subject to performance, business needs, and budget approval.
Parking Address: Cumberland Garage 1045 E Cumberland Ave, Tampa, FL  33602
 
Project Overview:

• Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
• This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team.
• The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.

Tasks & Responsibilities:

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions
• Coordinates resolution of client issues; informs clients of steps taken to resolve requests or problems
• Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
• Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
• Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations.
• Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
• Able to serve as a key subject-matter expert and mentor to other more junior-level employee.
• May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
• More technically sound in area of expertise and has broader knowledge of other areas.
• Delivers a work product that requires less revision.
• Able to facilitate discussions and reach decisions.

Qualifications:

• A College or University degree and/or relevant proven work experience is preferred. 5-7 years experience in financial servicing or related experience/credentials preferred.
• Excellent oral and written communication skills are required.
• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
• Knowledge of internal bank trust functions is required.
• Analytical, problem solving, and organizational skills are required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge (e.g. Peoplesoft) is required.

Position is offered by a no fee agency. 
Location : 1001 Water Street, Suite 900, Tampa, FL 33602 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $19.50/hr - $21.33/hr.