Client Service Associate - Rjb

Chartwell Investment Partners

Remote
**
Client account administration
Problem resolution
Document processing
** Chartwell Investment Partners is seeking a Client Service Associate to support the administration of client accounts and facilitate problem resolution in a remote environment. The ideal candidate should possess basic financial knowledge, strong interpersonal skills, and the ability to manage high volumes of inquiries while providing excellent customer service. **

Job Summary

  • Under general supervision, uses skills obtained through experience and training to administer the establishment and maintenance of new and existing client accounts.
  • Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.
  • The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Client Service Associate to support the administration of client accounts and facilitate problem resolution in a remote environment. The ideal candidate should possess basic financial knowledge, strong interpersonal skills, and the ability to manage high volumes of inquiries while providing excellent customer service. **

Skills & Requirements

Must-have

  • Client account administration
  • Problem resolution
  • Document processing
  • Branch support
  • Customer service skills

Nice-to-have

  • Efficiency and productivity improvements
  • Independent judgment
  • Work under stress and pressure
  • Team collaboration

Key Requirements

  • 4 to 6 months general experience
  • Basic customer operations and financial industry knowledge
  • Basic accounting concepts and principles
  • Basic investment concepts

Work Rights

Not specified

Tailored Resume

Cover Letter