CS- Client Service Representative

Client Service Representative

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.

Skills

• 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.

Everforth Apex uses a virtual recruiter as part of the application process. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

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.

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