What are the responsibilities and job description for the Client Services Associate position at Insight Global?
Title: Client Services Associate
Location: Tampa, FL 33607
- 5 days onsite for the first 90 days, then hybrid 2-3 days moving forward
Duration: Direct-Hire
Salary: $60k - $70k
- Additional Comp: 2% quarterly advisor payout, quarterly performance bonuses, 15% annual bonus
Desired Skills and Experience:
- Bachelor’s degree from an accredited university
- 3 years of experience in a client facing role within the Financial Services industry, preferably with a Registered Investment Advisor
- Experience working in a CRM like Salesforce
- Experience working with custodians, Charles Schwab and/or Fidelity, preferred
- Experience with Black Diamond, preferred
Insight Global is currently partnering with an investment advisory firm with an office in Tampa, FL who is seeking a Client Services Associate to join their team. This Associate will support multiple Financial Advisors to support their clients and overall provide a great experience throughout their partnership with our client. The salary for this position is $60K-70K with additional compensation incentives. Core Functions: Provide daily support to Advisors and their client base (wire requests, new account openings, personal information changes, etc.) Handle all inbound and outbound non-investment-related client requests Initiate proactive client outreach to build strong relationships Own new client onboarding workflow in Salesforce and Black Diamond Maintain proper record keeping of client data in Salesforce Manage all appointment scheduling for prospects and clients Support Advisors in the prospect follow up process Participate in Operations special projects, as needed.
Salary : $60,000 - $70,000
