Client Services Associate

Client Services Associate

Position: Client Services Associate

Industry: Banking / Financial Services

Job Duration: 9 Months (Potential Contract-to-Hire Opportunity)

Location: Jacksonville, FL (Hybrid)

Schedule: Monday – Friday (Business Hours)

Pay Range: $40/hr - $45/hr

Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)

Project Scope / Day-to-Day Responsibilities:

• Service and support Investment and Banking clients through inbound and outbound phone interactions.
• Handle client requests and inquiries while providing exceptional customer service.
• Ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.
• Assist clients with banking and investment-related products and services.
• Resolve client issues from start to finish using a closed-loop resolution process.
• Escalate opportunities to Wealth Advisors, Lending Officers, and other business partners when appropriate.
• Maintain accurate records and follow all regulatory and compliance guidelines.
• Manage client follow-up activities and support risk management initiatives.

Required Skills

• Active SIE License.
• Active Series 7 License.
• Active Series 66 License (or Series 63 & 65 combination).
• Strong customer service and client relationship management experience.
• Excellent verbal and written communication skills.
• Knowledge of financial services, investments, or banking products.
• Ability to multitask and work independently.

Nice to Have Skills / Experience:

• 0–2 years of experience in customer service within banking, investments, or financial services.
• Understanding of investment products and financial planning concepts.
• Experience working in a call center environment.
• Strong networking and relationship-building skills.
• Bachelor's degree preferred.