Client Service Associate
On-siteJacksonville, Florida, United States
Job Summary
Provide shared client service support to multiple Financial Advisors, addressing all service needs and serving as the primary point of contact. Educate clients on banking offerings, ensure timeliness and accuracy in client materials, and follow up on requests. Maintain alignment with bank policies to support operational excellence and manage risk while customizing solutions based on specific client needs. Cover roles during absences or seasonal increases, prioritizing a client-first mindset. Requires one year of client servicing experience and proficiency in Microsoft Word and Excel. Full-time, 1st shift, 37.5 hours per week.
Required Qualifications
- Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry
- Shift: 1st shift (United States of America)
- Hours Per Week: 37.5
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Bachelor's Degree in a related field
- Knowledge of investment and banking products, policies and procedures
- Flexible and adaptable to changing business needs and evolving job expectations
- Strong technological skills
- Proficient in Microsoft Word and Excel
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