Client Service AssociateVirtualVocations • Miami, Florida, United States
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Client Service Associate
VirtualVocations • Miami, Florida, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Client Service Associate who is passionate about helping others and committed to exceeding client expectations.
Key Responsibilities
Process and monitor client transactions, including deposits, withdrawals, and account updates
Maintain accurate client records in CRM and portfolio management systems
Coordinate with custodians to open accounts and troubleshoot account-related issues
Required Qualifications
3 years of experience in financial services, specifically in client service and wealth management operations
Strong relationship-building skills with clients and team members
High emotional intelligence and empathy for supporting clients through transitions
Proactive mindset with strong judgment and discretion in client interactions
Advanced proficiency in Windows, Microsoft Office, and financial CRM platforms
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Client Service Associate • Miami, Florida, United States
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