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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.
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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
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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.
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