Client Service Associate- Coral Gables, Fl

Chartwell Investment Partners

Coral Gables, FL, US
High school diploma or equivalent
1+ years securities industry experience preferred
Strong organizational and multitasking skills
This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment.
  • The ideal candidate will process client financial transactions, open new accounts, and maintain accurate documentation using internal databases.
  • Raymond James values associates who grow professionally, collaborate effectively, and make prompt choices with the client in mind.

Matching Summary

This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment.

Skills & Requirements

Must-have

  • High school diploma or equivalent
  • 1+ years securities industry experience preferred
  • Strong organizational and multitasking skills
  • Proficiency in CRM software and Excel
  • Effective communication across multiple platforms

Nice-to-have

  • Creative problem-solving abilities
  • Experience with client prospecting events
  • Ability to work independently in fast-paced environment
  • Proactive follow-up on submitted items
  • Interest in professional development opportunities

Key Requirements

  • High School Diploma required
  • One year securities industry experience preferred
  • Knowledge of investment concepts and industry regulations

Work Rights

Not specified

Tailored Resume

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