Client Services Representative

In this role you will serve as the primary contact for high-stakes fiduciary and wealth-management accounts, coordinating complex trust, estate, guardianship, and custody activities. You'll work closely with Wealth Management teams to service clients, prepare action plans, and drive efficient transaction processing. The position blends client relationship management with operational execution and process improvement to ensure compliant, accurate account administration. This is a cross-functional role that shapes service delivery and client outcomes in a fast-paced environment.

• Medical, dental & vision
• 401(k) Retirement Plan
• Life Insurance
• Short and long-term disability
• Health Spending Account (HSA)
• Employee Assistance Program

• Serve as the main point of contact for clients and internal partners regarding account servicing and inquiries.
• Coordinate resolution of client issues and communicate progress through to completion.
• Support administration of complex fiduciary, trust, estate settlement, guardianship, custody, and investment management accounts.
• Maintain knowledge of governing documents, account agreements, and client requirements.
• Oversee account openings, maintenance, and closures; ensure accurate setup and fee administration.
• Collaborate with internal service teams to facilitate transactions and operational activities; monitor service requests end-to-end.
• Develop and oversee action plans for client servicing and account administration.
• Support annual reviews and compliance; maintain documentation and client records.
• Partner with Advisors to support meetings, presentations, and business development; contribute to process improvements.

• 3+ years experience in Trust Services, Fiduciary Services, Wealth Management, Private Banking, Estate Administration, or related financial services environments.
• Strong knowledge of: Trust Administration, Fiduciary Services, Estate Settlement, Guardianship Accounts, Investment Management Accounts, Custody Accounts.

• Client-focused communication
• Cross-functional collaboration
• Process improvement mindset
• Trust Administration
• Fiduciary Services
• Estate Settlement