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Client Service Representative
Business Professional
Tampa, Florida, 33602
Contract
Ref.: 143098
Job Summary
Our client is seeking a Client Service Representative to join their team. This role is responsible for supporting complex fiduciary, investment management, estate settlement, guardianship, and custody accounts while serving as a key liaison between clients, advisors, and internal service teams. The ideal candidate will possess strong client service skills, trust administration experience, and the ability to manage multiple priorities in a fast-paced financial services environment.
Contract Details
- Contract type: Contract
- Duration: October 30, 2026 - December 11, 2026
- Location: Tampa, FL
Core Responsibilities
- Coordinate administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts for complex client relationships
- Maintain working knowledge of governing documents and account agreements
- Respond to client and partner service requests and coordinate transaction processing activities
- Monitor and resolve client issues while ensuring timely communication and follow-up
- Develop and execute action plans related to client servicing events
- Partner with Client Support Services teams to support account openings, closings, cash movements, and fee setups
- Assist advisors and administrators with account acceptance, discretionary request reviews, compliance activities, and annual account reviews
- Ensure documentation is accurately collected, maintained, and updated within internal systems
- Support business development efforts and client presentations
- Identify opportunities for process improvements and service delivery enhancements
- Serve as a subject matter expert and mentor for junior team members
- Facilitate discussions, drive decisions, and deliver high-quality work with minimal oversight
Required Skills & Experience (Must-Haves)
- 5+ years of financial services, trust administration, client service, or related experience
- Strong understanding of trust, estate, guardianship, custody, or advisory services
- Knowledge of banking and trust operations
- Excellent verbal and written communication skills
- Strong analytical, organizational, and problem-solving abilities
- Experience managing complex client relationships and service requests
- Ability to work effectively in a fast-paced environment
- Proficiency with business systems and technology platforms
Preferred Skills & Experience (Nice-to-Haves)
- Bachelor's degree from an accredited college or university
- Experience supporting wealth management, trust, estate settlement, or fiduciary services teams
- Experience with PeopleSoft or similar financial systems
- Previous mentoring or leadership experience
- Knowledge of compliance and risk management processes within financial services
Key Competencies & Behaviors
- Exceptional customer service skills
- Relationship-building and stakeholder management
- Strong attention to detail
- Effective communication and follow-through
- Ability to prioritize and manage multiple tasks
- Process improvement mindset
- Accountability and ownership
- Team-oriented approach
Work Environment
- Location: Tampa, FL
- Work Model: Onsite, Monday through Friday
- Two-step interview process consisting of one virtual interview and one onsite interview
- Free parking available with daily validation obtained prior to departure
Compensation & Benefits
- Pay Range: The approximate pay range for this position is between $14.00 and $20.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
- Medical, Dental, & Vision Insurance Plans
- Employee-Owned Profit Sharing (ESOP)
- 401K offered
About KellyMitchell
At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.
Marketing Disclosure
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from KellyMitchell 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 https://www.careers.kellymitchell.com/privacy-policy.
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