Client Service Associate Position Available In Palm Beach, Florida
Tallo's Job Summary: The Client Service Associate position at Coral Gables Trust Company in Boca Raton, United States involves supporting Relationship Managers in trust administration, client communication, and account management. The ideal candidate should have attention to detail, communication skills, and proficiency in Microsoft Office. Employee benefits include a 401(k) plan, health insurance, and professional development assistance.
Job Description
Client Service Associate
Coral Gables Trust Company Boca Raton, United States
Posted 17 hours ago In-Office Job Permanent Competitive
Client Service Associate
Coral Gables Trust Company Boca Raton, United States
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services with offices in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities
The Client Service Associate in Trust Administration supports Relationship Managers in administering personal trust and wealth management accounts, including initiating account activities, monitoring records, and interacting with clients as directed.
The position involves communicating client relationship management information to colleagues, participating in meetings, and responding to client inquiries.
Additionally, the role requires preparing discretionary requests, assisting in other departmental areas, and demonstrating a positive, team-oriented attitude with a willingness to take on additional responsibilities.
Qualifications
The ideal candidate should possess strong attention to detail, proficiency in Microsoft Office, and excellent written and verbal communication skills.
Benefits
Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
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ABOUT COMPANY
Coral Gables Trust Company
Coral Gables, United States
Private Banking / Wealth Management
Coral Gables Trust is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services. We are located in Co…
