Client Service Associate-richmond, Va

Chartwell Investment Partners

Richmond, VA, US
Base salary components included; + compensation ma...
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High school diploma or equivalent
Client relationship management software proficiency
Microsoft excel spreadsheet development skills
** Chartwell Investment Partners is seeking a detail-oriented Client Service Associate in Richmond, VA, to provide administrative support to Financial Advisors and their clients. The role emphasizes effective communication, organization, and the ability to manage multiple tasks in a fast-paced environment. **

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a fast-paced environment.
  • The position requires processing client financial transactions, opening new accounts, and ensuring accurate documentation for firm compliance.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a detail-oriented Client Service Associate in Richmond, VA, to provide administrative support to Financial Advisors and their clients. The role emphasizes effective communication, organization, and the ability to manage multiple tasks in a fast-paced environment. **

Salary

Base salary components included; additional compensation may include cash or equity; discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • High School Diploma or equivalent
  • Client Relationship Management software proficiency
  • Microsoft Excel spreadsheet development skills
  • Effective communication across multiple platforms
  • Ability to manage multiple tasks with changing priorities

Nice-to-have

  • One year securities industry experience preferred
  • Creative problem-solving abilities
  • Experience with marketing seminars and events
  • Proactive follow-up on submitted items
  • Calm demeanor in stressful situations

Key Requirements

  • High School Diploma required
  • 0 to 3 months general experience
  • Knowledge of investment concepts and industry regulations

Work Rights

Not specified

Tailored Resume

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