Client Service Associate-charleston, Sc

Chartwell Investment Partners

Charleston, SC, US
Base salary not specified; may include + compensat...
Not specified (assumed in-office due to the nature of the role)
High school diploma required
1+ years securities industry experience
Strong organizational and multitasking skills
Chartwell Investment Partners is seeking a Client Service Associate in Charleston, SC, to provide administrative support to Financial Advisors and clients, emphasizing effective communication and organizational skills. The role requires handling client inquiries, processing transactions, and maintaining accurate records 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 maintaining accurate documentation using internal databases.
  • 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 Client Service Associate in Charleston, SC, to provide administrative support to Financial Advisors and clients, emphasizing effective communication and organizational skills. The role requires handling client inquiries, processing transactions, and maintaining accurate records in a fast-paced environment.

Salary

Base salary not specified; may include additional compensation, discretionary bonuses, or commissions; eligible for medical, dental, vision, life insurance, disability, retirement, and paid time off

Skills & Requirements

Must-have

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

Nice-to-have

  • Detail-oriented problem solver
  • Creative approach to client service
  • Ability to work independently and in teams
  • Proactive follow-up on tasks
  • Experience with marketing event support

Key Requirements

  • High School Diploma or equivalent
  • One year of securities industry experience preferred
  • Securities Industry Essentials Exam (SIE) certification

Work Rights

Not specified

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