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Client Service Representative

2 months ago

Jacksonville, Florida, United States Randstad Full time
Job Title: Client Service Associate

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 delivering concierge-level service, ensuring timely and accurate execution of client requests, and maintaining a high level of professionalism in all interactions.

Key Responsibilities:
  • New client onboarding and ongoing client service
  • Coordinate client money movement and ensure timely execution of client requests
  • Assist with financial planning and investment management tasks, including preparing client meetings and investment reviews
  • Enter trades and rebalance client portfolios via discretionary trading platform
Requirements:
  • 2 years of experience in a customer-facing role
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong attention to detail and ability to maintain confidentiality

Randstad is an equal opportunity employer and welcomes applications from diverse candidates. We offer a comprehensive benefits package, including health insurance, an incentive and recognition program, and 401K contribution. Pay will be based on experience and qualifications.