Client Services Associate
2 days ago
LHH Recruitment Solutions is seeking a highly organized and motivated 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.
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.
- 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.
- A stable and friendly work environment.
- Opportunities to learn and grow.
- Health and life insurance.
- Flexible spending accounts.
- 401(k) with profit sharing.
- Paid vacation and sick days.
Salary: $65,000.00 to $70,000.00 per year.
Equal Opportunity Employer/Veterans/Disabled.
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