Customer Account Associate | St. Petersburg, Fl

Chartwell Investment Partners

St. Petersburg, FL, US
Base salary not specified; + compensation may incl...
Hybrid
High school diploma required
13 months to 3 years experience
Hybrid work schedule with 3 days in office
This position serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support

Job Summary

  • This position serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.
  • The role involves reviewing, updating, and maintaining client accounts while ensuring compliance with firm policies and regulatory standards.
  • Employees enjoy a hybrid-friendly schedule with three days per week in the St. Petersburg, FL Corporate Office.

Matching Summary

This position serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.

Salary

Base salary not specified; Additional compensation may include cash or equity; Eligible for medical, dental, vision, life insurance, and retirement savings

Skills & Requirements

Must-have

  • High school diploma required
  • 13 months to 3 years experience
  • Hybrid work schedule with 3 days in office

Nice-to-have

  • Mentoring less experienced colleagues
  • Strong verbal communication skills
  • Experience with regulatory compliance

Key Requirements

  • High School Diploma (Required)
  • 1 to 3 years of general work experience

Work Rights

Not specified

Tailored Resume

Cover Letter