Customer Service Specialist at The Judge Group Customer Service Specialist at The Judge Group in Lutz, Florida Posted in 1 day ago.

Type:

full-time This role is term contract and onsite in Tampa, Fl.

Purpose:

Managed complex fiduciary, trust, estate settlement, guardianship, investment management, and custody accounts, serving as a key liaison between clients, advisors, and internal partners. Coordinated account administration, client service requests, transaction processing, account onboarding/offboarding, and compliance-related activities while ensuring exceptional client experience.

Responsibilities:

Managed high-value client relationships and provided ongoing account support and issue resolution. Coordinated trust, estate, guardianship, and investment account administration from onboarding through ongoing servicing. Partnered with Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors to support client meetings, presentations, and business development initiatives. Oversaw account transactions, cash movements, fee setups, documentation, and annual account reviews. Ensured compliance with governing documents, account agreements, and internal trust policies. Developed client action plans, tracked servicing events, and maintained accurate account records and reporting. Identified process improvements to enhance service delivery and operational efficiency. Served as a subject matter expert, mentoring junior team members and supporting day-to-day operational activities. Facilitated cross-functional collaboration to resolve complex client needs and drive timely decision-making.

Core Skills:

Trust & Estate Administration

• Fiduciary Services
• Client Relationship Management
• Wealth Management
• Investment Management
• Compliance
• Account Administration
• Process Improvement
• Financial Services
• Team Leadership
• Client Presentations