Client Service Associate- Coral Gables, Fl

Chartwell Investment Partners

Coral Gables, Florida, US
Remote
Client relationship management software
Microsoft excel proficiency
High volume client interactions
Chartwell Investment Partners is seeking a motivated Client Service Associate in Coral Gables, Florida, to support Financial Advisors and provide quality service to clients. The role involves managing client interactions, processing transactions, and maintaining documentation while operating in a fast-paced environment

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.
  • Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a motivated Client Service Associate in Coral Gables, Florida, to support Financial Advisors and provide quality service to clients. The role involves managing client interactions, processing transactions, and maintaining documentation while operating in a fast-paced environment.

Skills & Requirements

Must-have

  • Client relationship management software
  • Microsoft Excel proficiency
  • High volume client interactions
  • Process financial transactions
  • Maintain client documentation accuracy

Nice-to-have

  • Detail-oriented and creative problem solver
  • Fast-paced work environment adaptability
  • Proactive follow-up and problem resolution
  • Calm and professional customer service

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • General office practices knowledge
  • Investment concepts knowledge
  • Financial markets and regulations knowledge

Work Rights

Not specified

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