Client Service Associate- Melbourne, Fl

Chartwell Investment Partners

Melbourne, FL, US
Base salary components included; + compensation ma...
High school diploma required
Client relationship management software skills
Microsoft excel proficiency
This role provides high-quality administrative support to Financial Advisors and their clients in a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients in a fast-paced environment.
  • The position involves processing financial transactions, opening new accounts, and maintaining accurate client documentation.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

This role provides high-quality administrative support to Financial Advisors and their clients in a fast-paced environment.

Salary

Base salary components included; additional compensation may include bonuses or commissions; benefits package available

Skills & Requirements

Must-have

  • High school diploma required
  • Client relationship management software skills
  • Microsoft Excel proficiency
  • Strong verbal and written communication
  • Ability to manage multiple priorities

Nice-to-have

  • One year securities industry experience
  • Creative problem-solving abilities
  • Experience with CRM systems
  • Proactive follow-up mindset
  • Team collaboration skills

Key Requirements

  • High School Diploma or equivalent
  • 1+ year securities industry experience preferred
  • Knowledge of investment concepts and regulations

Work Rights

Not specified

Tailored Resume

Cover Letter