Customer Account Associate | Southfield, Mi

Chartwell Investment Partners

Southfield, MI, US
Hybrid
High school diploma required
13 months to 3 years general experience
Hybrid work schedule with 3 days in office
This position serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support

Job Summary

  • This position 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 strict compliance with firm policies and regulatory standards.
  • Employees benefit from a hybrid-friendly schedule that includes three days per week in the Southfield, MI Corporate Office.

Matching Summary

This position serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.

Skills & Requirements

Must-have

  • High School diploma required
  • 13 months to 3 years general experience
  • Hybrid work schedule with 3 days in office
  • Data entry and verification skills
  • Compliance and regulatory adherence

Nice-to-have

  • Mentoring less experienced colleagues
  • Strong verbal communication skills
  • Positive customer interaction approach
  • Ability to navigate complex service conversations

Key Requirements

  • High School Diploma (Required)
  • 13 months to 3 years of general work experience
  • Must be available for hybrid work in Southfield, MI

Work Rights

Not specified

Tailored Resume

Cover Letter