Client Services Representative | Asset Management Services

Chartwell Investment Partners

Saint Petersburg, FL, USA
Hybrid
Client inquiry processing
Problem resolution coordination
Customer satisfaction follow-up
Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues

Job Summary

  • Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues.
  • Acts as the liaison between branches and the home office, assisting clients with processing inquiries and facilitating the resolution of any issues that arise.
  • This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Saint Petersburg, FL.

Matching Summary

Provides standard client support services, assisting internal associates and/or Financial Advisors in researching and resolving escalated issues.

Skills & Requirements

Must-have

  • Client inquiry processing
  • Problem resolution coordination
  • Customer satisfaction follow-up
  • Company policy adherence
  • Internal client interaction

Nice-to-have

  • Professional growth and development
  • Collaborative work environment
  • Client-first approach
  • Continuous improvement mindset

Key Requirements

  • 4 to 6 months general experience
  • High School (HS) or Bachelor's degree
  • Hybrid work model

Work Rights

Not specified

Tailored Resume

Cover Letter