Client Services Associate
LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group.
Position Responsibilities and Essential Functions:
- 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.
- Master’s 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 data entry including Money-Guide Pro.
- 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.
- Performs various administrative functions: answering and directing incoming telephone calls, opening, dating, and sorting of incoming mail, preparation of outgoing US mail, courier or delivery service packages, ordering of supplies, and equipment maintenance.
You are a great fit if:
- Experience in professional services industry with operations or administrative assistant experience preferred.
- Strongly proficient in the Microsoft Office Suite, with willingness to learn other industry specific technology/custodial systems, as required.
- Bachelors degree strongly preferred
- Current SIE, Series 7, and Series 66 licenses strongly preferred.
This is a direct hire opportunity that will pay a base salary of $80k-$90k. Please apply today!
