Client Services Representative

Description

Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.

This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team.

The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.

Key Responsibilities:

Client Relationship Management

- Serve as a primary point of contact for clients and internal partners regarding account servicing needs.

- Respond to client inquiries and provide timely updates on account activity, requests, and service matters.

- Coordinate resolution of client issues and proactively communicate progress through completion.

Trust & Account Administration

- Support the administration of complex fiduciary, trust, estate settlement, guardianship, custody, and investment management accounts.

- Maintain a working knowledge of governing documents, account agreements, and client-specific requirements.

- Coordinate account openings, maintenance activities, and account closures.

- Ensure accurate account setup, fee administration, documentation, and record maintenance.

Operational Coordination

- Partner with internal service teams to facilitate transactions, cash movement requests, account servicing events, and operational activities.

- Monitor service requests from initiation through completion, ensuring accuracy and timely execution.

- Develop and oversee action plans related to client servicing needs and account administration activities.

Compliance & Documentation

- Support annual review processes and account compliance requirements.

- Ensure required documentation is collected, maintained, and properly recorded.

- Maintain accurate client records, service notes, and ongoing communications within applicable systems.

Advisor & Business Support

- Partner with Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and Client Advisors to support client relationships.

- Assist with client meetings, presentations, and business development initiatives.

- Contribute to process improvement efforts and identify opportunities to enhance service delivery and operational efficiency.

Leadership & Subject Matter Expertise

- Serve as a subject matter expert within the team.

- Provide guidance and mentorship to junior team members.

- Support day-to-day operational activities and assist with workflow coordination as needed.

Skills & Qualifications

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

This is a Contract position based out of Tampa, FL.

The pay range for this position is $20.00 - $20.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Tampa,FL.

This position is anticipated to close on Sep 15, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.