Location
Naples, FL | United States
Job description
Position Overview: The Client Service Associate will have a critical role in providing excellent customer service to clients of our firm while also maintaining a high level of professionalism and compliance with regulations. The successful candidate will have experience in the financial industry and must possess a Series 65 license. This position requires strong attention to detail and a commitment to providing superior customer service.
Key Responsibilities:
- Provide excellent customer service to all clients of the firm, including responding to inquiries, resolving issues, and providing detailed explanations.
- Maintain a high level of professionalism and compliance with regulations.
- Identify opportunities to improve customer service processes and procedures.
- Reconcile accounts and provide detailed reports to clients.
- Perform administrative tasks related to client service activities.
Qualifications:
- Bachelor’s degree in finance or related field.
- Series 65 License.
- Excellent customer service and communication skills.
- Strong attention to detail and accuracy.
- Knowledge of financial industry and regulations.
- Ability to juggle multiple tasks simultaneously.
Benefits Benefits
401k
Medical, Vision and Dental
Applicants must be authorized to work in the U.S.
Preferred Skills
Series 65
Finance
detail orientated
Job tags
Salary
$50k - $60k
