Client Services Associate (contract)

Job Summary This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business. The position focuses on assisting clients with brokerage account services, fund transfers, and account maintenance while delivering high-quality service via phone and email. The team is onsite at 300 Building, Lake Mary, FL. Key Responsibilities Assist Registered Investment Advisory (RIA) clients with opening new brokerage accounts, processing fund transfers, and maintaining brokerage accounts. Handle inbound phone calls and email inquiries from existing clients, often resolving complex requests over multiple days. Guide clients through brokerage platforms and web tools, ensuring accurate and complete resolution of inquiries. Manage multiple open client requests simultaneously, maintaining organization, follow-up, and documentation. Build and maintain trust with long-term clients while providing professional, calm and thorough service. Qualifications Background or education in Financial Services (brokerage securities or retail banking preferred). Proven ability to analyze and work through complex data or scenarios. Strong organizational skills with the ability to manage multiple tasks. Comfortable handling a high volume of phone calls and email communications. Proficiency with Microsoft tools. Preferred Experience Brokerage securities industry experience. Experience supporting Independent RIA firms. Knowledge of new account opening and account transfers. Experience in retail or trust banking environments. Why Join Us This role offers the opportunity to join a client-facing team supporting one of the fastest-growing areas of the business over the past 25 years. You’ll receive structured onboarding, daily team touchpoints, and hands‑on training through shadowing experienced associates, with full ramp‑up expected within 3–4 weeks. Pay Rate Range 24.8 - 31 USD hourly Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions. #J-18808-Ljbffr BNY