Client Service Associate-bluffton, Sc

Chartwell Investment Partners

Bluffton, SC, USA
Remote
Client relationship management software
Microsoft excel for reporting
High volume client interactions
Chartwell Investment Partners is seeking a Client Service Associate in Bluffton, SC, to provide essential administrative support to Financial Advisors and clients. The role requires effective communication and organizational skills, along with a focus on high-quality customer service in a dynamic work environment

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.
  • The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Matching Summary

Match Score: 80

Chartwell Investment Partners is seeking a Client Service Associate in Bluffton, SC, to provide essential administrative support to Financial Advisors and clients. The role requires effective communication and organizational skills, along with a focus on high-quality customer service in a dynamic work environment.

Skills & Requirements

Must-have

  • Client Relationship Management software
  • Microsoft Excel for reporting
  • High volume client interactions
  • Processing financial transactions
  • Maintaining client records

Nice-to-have

  • Detail-oriented problem solver
  • Adaptable to changing priorities
  • Proactive follow-up skills
  • Calm under stressful situations

Key Requirements

  • High School Diploma or equivalent
  • 7 to 12 months general experience
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

Cover Letter