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Client Service Representative
2 months ago
A top wealth management practice is seeking a detail-oriented and customer-focused individual to provide exceptional service to clients and prospects. As a Client Service Associate, you will be responsible for new client onboarding, ongoing client communication, and ensuring timely completion of client meeting processes.
Key Responsibilities:- Client Service: Coordinate client money movement, ensure client meeting processes are followed, and provide client correspondence as needed.
- Financial Planning/Investment Management: Assist with preparation of client meetings, investment and planning reviews, and entering trades via discretionary trading platform.
- Active Listening
- Customer Service
- Typing Skills
- Adapting to Change
- Financial Statements
- Account Reconciliation
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. We welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact us. The offered compensation and benefits package will be based on several factors including your education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
