Chartwell Investment Partners is seeking a Client Service Associate in Maite, Guam. The role involves providing administrative support to financial advisors and clients, requiring strong communication and organizational skills
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking a Client Service Associate in Maite, Guam. The role involves providing administrative support to financial advisors and clients, requiring strong communication and organizational skills.
Skills & Requirements
Must-have
Client service and administrative support
Processing client financial transactions
Maintaining client paperwork and documentation
Utilizing CRM software
Effective communication across multiple platforms
Nice-to-have
Detail-oriented and creative problem solver
High level of organization and accuracy
Proactively follow up on submitted items
Handle stressful situations calmly
Work independently and as part of a team
Key Requirements
High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred