Chartwell Investment Partners is seeking a Registered Client Service Associate in Miami, Florida, to provide administrative support to financial advisors and their clients. The ideal candidate should have strong communication skills, the ability to manage multiple tasks, and a background in the financial services industry
Job Summary
Supports Financial advisors and their prospective and existing clients and other branch staff team members.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Registered Client Service Associate in Miami, Florida, to provide administrative support to financial advisors and their clients. The ideal candidate should have strong communication skills, the ability to manage multiple tasks, and a background in the financial services industry.
Skills & Requirements
Must-have
Client onboarding and account management
Processing asset transfers and monitoring cash
Responding to corporate actions and client alerts
Preparing financial reports for client meetings
Maintaining client records using CRM software
Assisting with marketing efforts and client events
Effective communication across multiple platforms
Nice-to-have
Detail-oriented and creative problem solver
Ability to manage changing priorities
Proactive follow-up and problem resolution
Calm and professional demeanor under stress
High level of customer service
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience