Job Information
Randstad US client service associate in jacksonville, Florida
client service associate.
jacksonville , florida
posted 2 days ago
job details
summary
$45,000 - $55,000 per year
permanent
bachelor degree
category office and administrative support occupations
referenceAB_4616477
job details
Join a leading wealth management practice as a full-time Client Service Associate and play a pivotal role in delivering exceptional, concierge-level service to our valued clients and prospects. We are looking for a detail-oriented and ethical individual who is passionate about exceeding performance standards and prioritizing client satisfaction. The ideal candidate will bring outstanding customer service and organizational skills to our dynamic team.
This is an long-term career opportunity, offering competitive compensation and benefits within a supportive, family-oriented environment. We are committed to fostering the success and growth of both our clients and our employees. If you have a working knowledge of investments and financial back office operations, we strongly encourage you to and be part of our phenomenal team!
salary: $45,000 - $55,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Bachelors
Responsibilities
Client Service:
Facilitate new client onboarding processes to ensure a smooth transition.
Provide ongoing client service and communication, addressing inquiries and concerns promptly.
Coordinate client money movement, ensuring accuracy and compliance.
Ensure adherence to client meeting processes in a timely manner.
Prepare and manage client correspondence as needed.
Financial Planning/Investment Management:
Collaborate with the Associate Planner to prepare for client meetings, including investment and planning reviews.
Execute trades and manage rebalancing through a discretionary trading platform.
Assist with additional duties as assigned to support the financial planning team.
Communication and Collaboration:
Demonstrate excellent oral and written communication skills in all client interactions.
Utilize Microsoft Office programs effectively for documentation and reporting.
Operate independently as a self-starter while managing time effectively to meet deadlines.
Team Dynamics:
Maintain a positive, forward-thinking attitude with a pleasant temperament.
Exhibit flexibility and adaptability in a dynamic work environment.
Foster a supportive team culture by contributing to a friendly and lighthearted atmosphere.
Skills
Client Service
Basic Software Skills
Financial Statements
Typing Skills
Customer Service
Telephone Etiquette
Active Listening
Interpersonal Sensitivity
Basic Computer Skills
Data Collection
Planning
Administrative Duties
Web Conferencing
Qualifications
Years of experience: 4 years
Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
get in touch
we are here to help you with your questions.
MM
meaghan mccahill
- meaghan.mccahill@randstadusa.com