Client Service Representative
About this role
Job Title: Client Service Representative
Location: Tampa, Florida
Work Model: Onsite Monday - Friday
Work Hours: 8:30 am - 5 pm EST
Role Overview
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.
Read the full description on TalentApply
Create a free account to see the complete job description, how well your CV matches this role, and apply in one click.
AI rewrites and formats your CV so it reads well and gets past screeners.
Get your match percentage for this exact role before you spend time applying.
Send a polished application in one click — no retyping the same details.
Follow every application in one place instead of digging through your inbox.
Free account · No card required
Your next opportunity starts here
Prepare, apply, track, interview and get hired — all from one platform, with AI in your corner.