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Junior Client Service Associate, Tampa, FL
$50k-65k (estimate)
Full Time | Hospital
2 Months Ago
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LHH is Hiring a Junior Client Service Associate, Tampa, FL Near Tampa, FL
LHH has partnered with a growing Wealth Management Firm in the Tampa, FL area looking for a Junior Client Service Associate to join their team! This is a direct hire opportunity with a salary range of $60-70 K per year.
Summary Of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance.
Position Responsibilities:
Search managed by: Jessica Holzer
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
Summary Of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance.
Position Responsibilities:
- Maintains confidential and time sensitive material.
- Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation and filing of client Investment Consulting Agreement.
- Maintains client hard copy and electronic files.
- Handles alerts and action items from platforms.
- Masters custodial, portfolio management, and customer relationship management software and platforms.
- Provides client operational support, including entering trades and executing money movement.
- Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
- Assists with client presentations, including preparing, assembling and proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms.
- Schedules client meetings and maintains Financial Advisor’s calendar
- Assists with seminars through preparation and maintenance of invitee and attendee list, preparation and mailing of invitations and maintenance of responses and vendor relations concerning orders and logistics.
- Maintains information in the contact management system.
- Assists with formulation of policies and procedures regarding opening accounts,maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis.
- 2-3 years prior experience preferred
- Experience in professional services industry (finance, legal, tax, etc.) with operations or administrative assistant experience.
- Strongly proficient in the Microsoft Office Suite, with willingness to learn other industry specific technology/custodial systems, as required.
- Equivalent of a Bachelor’s degree or 4-years of college preferred.
- Current SIE, Series 7, and Series 66 licenses preferred, but not required.
Search managed by: Jessica Holzer
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Hospital
SALARY
$50k-65k (estimate)
POST DATE
07/22/2024
EXPIRATION DATE
08/16/2024
WEBSITE
lenoxhill.northwell.edu
HEADQUARTERS
NEW YORK, NY
SIZE
1,000 - 3,000
TYPE
Private
CEO
FRANCK DANZA
REVENUE
$1B - $3B
INDUSTRY
Hospital
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