• Client Service Representative

    Insight Global (Tampa, FL)


    Job Description

    Job Description:

    One of our financial services clients is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join their growing team. This essential role helps to provide high-quality/high-touch critical administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

    Skills and Requirements

    *Client Relationship Management (CRM) software, or similar contact management software

    * Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

    * Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

    * Working with multiple Custodians and account maintenance.

    * 215 or 214 license Preferred -- Must obtain within 90 days.

    * 1+ years of experience working in the wealth management field