Client Services Associate

1 month ago


Pinellas Park, Florida, United States A&M Supply Full time
Job Overview

A&M Supply is seeking a highly skilled Client Services Associate to join our team. As a key member of our client support team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities:

  • Client onboarding and administrative support
  • Strategic issue resolution and communication with clients and internal departments
  • Collaboration with custodial referral partners and internal teams
  • Proactive communication and relationship building with clients
  • Assistance with client meetings and account transactions

Requirements:

  • Bachelor's degree in finance or a related field
  • Previous experience in a client service role, preferably in a financial services or investment advisory firm
  • Proficiency in financial software and systems, with a strong ability to learn and adapt to new technologies
  • Excellent organizational, communication, and interpersonal skills
  • A strong commitment to client confidentiality and ethical conduct

What We Offer:

  • A competitive salary range of $85,000-$95,000
  • Incentive compensation based on individual and firm performance
  • A comprehensive benefits package, including 401(k) with matching, profit sharing, dental, vision, and health insurance
  • 24 days paid time off, plus market holidays
  • Life and disability insurance, paid parental leave, and investment management and financial planning for employees

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