Client Service Associate | 7679470

About the Company: Well established and expanding financial company in the Saint Petersburg is seeking a Client Service Associate to join their growing team! This is an excellent opportunity with an excellent company. The ideal candidate will exhibit outstanding customer service skills, and be detail oriented to provide support to all clients.

Type: Contract: 520 hour contract with possibility of extension, and permanent employment

Schedule: Monday - Friday, 8:00am - 5:00pm

Pay: $14.00 per hour

Benefits: Yes

Job Description:

  •  Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Researches client and security information through the back office system
  • Processes and follows up on client documentation for proper maintenance of accounts
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Creates and maintains records and file
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations
  • Maintains databases and creates reports using portfolio software programs
  • Assists Financial Advisors with marketing efforts including seminars, etc
  • Receives and processes securities
  • Receives cross-training and assists with other operational functions as required
  • Performs other duties and responsibilities as assigned

 Requirements and Qualifications:

  • 1+ years experience working within a corporate/professional office environment
  • 2+ years of customer service oriented experience
  • Willingness to go above and beyond for customers Proactive problem solving skills
  • Ability to maintain a professional demeanor at all times
  • Strong written and verbal communication skills
  • Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)


  • Experience working within a call center/metrics driven environment
  • Experience working within the financial services industry
  • Associates Degree or higher
Category:Customer Service
City/State/Zip:St. Petersburg, Florida 33716
Job ID:9938

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