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Chartwell Investment Partners is seeking a Client Relationship Associate for a remote position to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills, effective task management abilities, and a keen attention to detail in a fast-paced environment.
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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.
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking a Client Relationship Associate for a remote position to provide high-quality administrative support to financial advisors and clients. The ideal candidate should possess strong communication skills, effective task management abilities, and a keen attention to detail in a fast-paced environment.
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Salary
$45,000.00-$70,000.01
Skills & Requirements
Must-have
High volume client interactions
Process financial transactions
Open new client accounts
Prepare client reports
Utilize CRM software
Nice-to-have
Detail-oriented and creative problem solver
Effective communication across multiple platforms
Organize and manage multiple tasks
Handle stressful situations calmly
Proactively follow up on submitted items
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred