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Chartwell Investment Partners is seeking a part-time Client Service Associate in Tucson, AZ. The role involves providing administrative support to financial advisors and requires effective communication skills, organizational abilities, and a client-focused mindset.
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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.
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a part-time Client Service Associate in Tucson, AZ. The role involves providing administrative support to financial advisors and requires effective communication skills, organizational abilities, and a client-focused mindset.
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Skills & Requirements
Must-have
Client relationship management software
Microsoft Excel for reporting
Effective multi-platform communication
Organizing detailed tasks with changing priorities
High-level customer service
Nice-to-have
Detail-oriented problem solver
Proactive follow-up and error resolution
Calm demeanor in stressful situations
Independent and team collaboration
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related experience preferred