client service associate
Randstad US - Jacksonville, FL
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client service associate. jacksonville , florida posted september 12, 2024 job details summary $45,000 - $55,000 per year permanent associate degree category office and administrative support occupations referenceAB_4606832 job details A top wealth management practice is seeking a FT Client Service Associate to assist our team with providing concierge level service to clients and prospects. We are seeking a detail oriented, ethical person dedicated to exceeding performance standards and passioate about putting our clients first. An ideal candidate will possess outstanding customer service and organizational skills. This is an excellent long-term career opportunity with competitive compensation and benefits for the right person to joi n our phenomenal family-oriented team. We are about the overall success and growth opportunities of both our clients and employees. salary: $45,000 - $55,000 per year shift: First work hours: 8 AM - 5 PM education: Associate Responsibilities Client Service: New client onboarding, ongoing client service and communication, coordinate client money movement, ensure client meeting processess are followed in a timely manner and client correspondence as needed Financial Planning/Investment Management: Working with Associate Planner on preperation of client meetings, investment and planning reviews for clients, entering trades and rebalancing via discretionary trading platform and other duties as assigned Skills Active Listening Year End Close Customer Service Typing Skills Adapting to Change Financial Statements Account Reconciliation Client Service Follow-up Empathy Telephone Etiquette Qualifications Years of experience: 2 years Experience level: Experienced Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact . Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days. get in touch we are here to help you with your questions. CC chelsea cottave craven +1 904 593 5024 (tel:+1 904 593 5024)
Created: 2024-10-03