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Client Services Associate

2 months ago

Washington, United States LHH Full time

Job Title: Client Services Associate

Job Description:

LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced environment, work effectively both independently and in collaboration with a team, and be proactive in managing tasks and priorities.

Key Responsibilities:

  • Provide general administrative support to brokers, ensuring smooth and efficient operations.
  • Maintain consistent and professional communication with clients.
  • Coordinate customer solutions and collaborate with operations departments to meet client needs.
  • Prepare portfolio evaluations and presentations for clients.
  • Conduct basic research to support brokers and customer inquiries.
  • Perform other administrative tasks as needed to support business operations.

Key Qualifications:

  • Exceptional communication and client service skills.
  • Courteous, articulate, and professional demeanor.
  • Strong ethical standards and commitment to maintaining confidentiality and integrity.
  • Ability to collaborate effectively in a team-oriented environment.
  • Highly organized with the ability to prioritize tasks and manage time efficiently.
  • Proficient in Microsoft Office applications, including Word, Excel, and Outlook.
  • At least 1 year of experience in a brokerage or financial services firm is preferred.
  • A current NASD Series 7 license and Series 63 license are a plus.

We offer:

  • A Stable and friendly work environment
  • Opportunities to learn
  • Health and life insurance
  • Flexible spending accounts
  • 401(k) with profit sharing
  • Paid vacation and sick days