What are the responsibilities and job description for the Client Services Associate position at TMB Capital Partners of Raymond James?
Company Description
TMB Capital Partners of Raymond James in Little Rock, AR, focuses on providing personalized financial planning tailored to clients' unique goals, time frames, and risk tolerances. They offer a customized approach to financial services, support, and guidance to help clients achieve their financial objectives.
Role Description
This is a full-time on-site role for a Client Services Associate at TMB Capital Partners of Raymond James in Little Rock, AR. The Client Services Associate will be responsible for client services, customer support, communication, customer service, and assisting with finance-related tasks on a daily basis.
Qualifications
- Client Services, Customer Support, and Communication skills
- Customer Service and Finance knowledge
- Strong interpersonal and communication skills
- Ability to multitask and prioritize effectively
- Attention to detail and problem-solving skills
- Experience in the financial industry is a plus
- Bachelor's degree in Finance, Business, or related field