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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.
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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
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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.
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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