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Trustee Services Group · 5 days ago

Client Relationship Specialist

Colorado Springs, CO

Full-time

Hybrid

New Grad, Entry Level

$22/hr - $26/hr

Trustee Services Group LLC is seeking a compassionate and detail-oriented Client Relationship Specialist to join their team. This role is dedicated to supporting clients who are incapacitated or experiencing incapacity by collaboratively working with the existing TSG team to serve as their trustee or financial power of attorney.

ConsultingFinancial ServicesTraining

Responsibilities

Build and maintain trusted relationships with clients, their families, and professional advisors

Manage client financial affairs with integrity, transparency, and compliance

Coordinate and facilitate communication to ensure seamless decision-making

Monitor and oversee financial transactions, investments, and estate planning activities

Provide empathetic support and guidance during sensitive life transitions

Meet with prospective clients in-person in our Colorado Springs or Denver offices, or via Zoom or phone

Educate prospective clients and professional advisors on the TSG serves and the TSG process when serving an individual who is incapacitated

Review legal documents to ensure TSG has been named correctly

Attend weekly staff meetings

Administrative work related to Charitable Remainder Trusts and Pooled Income Funds

Support other team members with projects and duties, as needed

Qualification

Fiduciary responsibilitiesEstate planningFinancial managementMicrosoft Office SuiteCommunicationAttention to detailCoachabilityDocument Management SystemsTime managementIntegrity

Required

Experience working with incapacitated clients and their families, or in trust/estate administration is preferred

A strong understanding of fiduciary responsibilities

Communication: Clear and professional verbal and written communication with clients, beneficiaries, and professional advisors (legal, financial and tax)

Must be able to work independently

Attention to Detail: Precision in managing legal documents, financial records, and client communications

Time Management: Ability to prioritize and manage multiple tasks efficiently

Coachability: Open to feedback and committed to continuous learning and improvement

Integrity: upholds confidentiality and performs duties with honesty

Microsoft Office Suite: especially Excel, Word, and Outlook for reporting and documentation

Document Management Systems: Familiarity with digital filing and compliance tracking tools