Client Service Associate | Fort Lauderdale, FL, USA | In-Office

Coral Gables Trust Company • Full-time • Fort Lauderdale, FL, US • 2w ago

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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