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Client Services Associate

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Tampa, United States Insight Global Full time

Darwin Wealth Management is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps to provide high-quality/high-touch critical administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Responsibilities include but are not limited to Provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Opens new client accounts and researches client and security information using internal databases and other technologies. Handle stressful situations and provide a high level of customer service calmly and professionally.215 or 214 license Preferred Must obtain within 90 days.Familiar with a Client Relationship Management (CRM) software, or similar contact management software Ability to provide effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Experience working with multiple Custodians (Fidelity, Goldman Sachs, Schwab) and account maintenance.