Customer Account Associate | Southfield, Mi

Chartwell Investment Partners

Southfield, MI, US
**
High-quality account servicing
Dynamic call center environment
Firm policies and regulatory standards
** The Customer Account Associate position at Chartwell Investment Partners in Southfield, MI, offers a hybrid work schedule with an emphasis on providing high-quality account servicing and support in a call center environment. The role requires maintaining client accounts, ensuring compliance, and mentoring less experienced colleagues while adhering to firm policies and regulatory standards. **

Job Summary

  • The Customer Account Associate 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, regulatory standards, and collection procedures.
  • The associate actively monitors account activity to safeguard the interests of clients, Financial Advisors (FAs), and the Firm.

Matching Summary

Match Score: 75

** The Customer Account Associate position at Chartwell Investment Partners in Southfield, MI, offers a hybrid work schedule with an emphasis on providing high-quality account servicing and support in a call center environment. The role requires maintaining client accounts, ensuring compliance, and mentoring less experienced colleagues while adhering to firm policies and regulatory standards. **

Skills & Requirements

Must-have

  • High-quality account servicing
  • Dynamic call center environment
  • Firm policies and regulatory standards
  • Client and Financial Advisor interests
  • Moderately complex problem resolution

Nice-to-have

  • Client-first, integrity, independence
  • Continuous evolution of the firm
  • Authentic self expression

Key Requirements

  • 13 months to 3 years general experience
  • High School diploma required

Work Rights

Not specified

Tailored Resume

Cover Letter