Customer Service Specialist

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. If this sounds like a great opportunity for you, please apply here today!

Responsibilities:

· Prepare routine correspondence

· Provide support with new account openings, money movement, asset transfers, and monitoring new client accounts

· Review accounts regularly insuring 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:

· Detail oriented

· 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

Work Hours: Full time, 40 hours per week

Employment Type: Direct Hire, Full Time

At LHH Recruitment solutions, our colleagues specialize across eight practice areas. Connect with a recruitment specialist today, by submitting your resume via the apply button.

Browse the LHH website to learn more about available opportunities, and how we can help you be Ready for Next!

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

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.