Client Services Associate, Bilingual
2 weeks ago
Job Details for Senior Client Services Associate :
Schedule: Monday-Friday, 8 AM - 5 PM
Pay: $26-$36 per hour ($55K-$75K annually)
Location: Newport News, VA
Job Description for Senior Client Services Associate :
Manage client accounts, process transactions, and handle service requests.
Assist financial advisors with client communication, inquiry resolution, and document tracking.
Prepare for client meetings, gather required data, and follow up on action items.
Maintain client records, coordinate meetings, and support general office operations.
Ensure compliance with industry regulations and company policies.
Job Requirements for Senior Client Services Associate :
Education/Experience: Bachelor's degree or 3+ years of relevant financial industry experience.
Proficiency in Microsoft Office, Adobe Acrobat, and CRM software (preferred).
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs. We have openings for receptionist, insurance agent, data entry, customer service, collections, call center, administrative assistant, income tax preparer, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, production operators, food and beverage manufacturers, forklift, machine operators, maintenance mechanics and office managers.
PeopleShare provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, PeopleShare complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Requirements: Job Type: Temp to Hire Post Date: 03/26/2025
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