Client Service Support Rep

Client Service Representative
Work Model: Onsite Monday - Friday

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. 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.
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.
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.
In-depth functional/industry knowledge of personal trust, estate, guardian, and advisory services and products is required.
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. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Everforth Apex uses a virtual recruiter as part of the application process. Message and data rates may apply. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
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.
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. 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 [email protected] or View phone number on click.appcast.io. 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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