Customer Service Specialist

Job Summary LHH Recruitment Solutions is currently seeking a Client Services Associate in Richmond, VA. This is a direct hire opportunity for a growing and fast paced company. This role entails providing support to the Portfolio Management team. Our ideal candidate will have finance industry experience and possess the ability to multitask. Responsibilities Prepare routine correspondence Provide support with new account openings, money movement, asset transfers, and monitoring new client accounts Review accounts regularly ensuring there are sufficient funds Take meeting minutes when requested Monitor phones and email Prepare meeting materials such as agendas Ensure conference rooms are set up and ready for meetings Skills Ability to work independently Ability to multitask Must possess wonderful organizational skills Ability to communicate effectively with staff at all different levels Qualifications 1-3 years of administrative experience Proficient in Microsoft Office Suite Must have financial services or investment industry experience Employment Details Work Hours: Full time, 40 hours per week Employment Type: Direct Hire, Full Time Fair Chance Ordinances The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Benefits Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer Equal Opportunity Employer/Veterans/Disabled Candidate Privacy Statement To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to #J-18808-Ljbffr LHH