Job Description
Our client, a Banking company, is looking for multiple Client Account Service Specialists for their Jacksonville, FL location.
The Client Account Services (CAS) Specialist serves as a vital operational support pillar for Financial Advisors and Client Associates. In this role, you will be guiding internal clients through account lifecycle management, maintenance procedures, and platform features. If you thrive in a fast-paced financial services environment and possess a strong eye for detail, this is an excellent opportunity to help streamline wealth management operations.
Key Responsibilities
Qualifications & Skills
Why Should You Apply?
#alljobs
#mcb
The Client Account Services (CAS) Specialist serves as a vital operational support pillar for Financial Advisors and Client Associates. In this role, you will be guiding internal clients through account lifecycle management, maintenance procedures, and platform features. If you thrive in a fast-paced financial services environment and possess a strong eye for detail, this is an excellent opportunity to help streamline wealth management operations.
Key Responsibilities
- Account Lifecycle Management: Assist Financial Advisors and Client Associates with opening new client accounts, processing ongoing maintenance requests, and enrolling accounts into new platform features and services.
- Technical & Operational Support: Troubleshoot transactional or system errors, resolve operational roadblocks, and guide users through complex workflows with patience and clarity.
- Tutorial & Educational Assistance: Provide proactive walkthroughs and tutorial support on digital tools, account systems, and operational procedures to empower field teams.
- Document Review & Compliance: Conduct thorough reviews of paperwork, applications, and digital documents to ensure accuracy, completeness, and adherence to regulatory standards before processing.
Qualifications & Skills
- Experience: 1–3 years of experience in Call Center, financial services, wealth management, customer service, or back-office operations.
- Familiarity with investment account types, brokerage operations, and regulatory/compliance documentation is strongly preferred.
- Exceptional verbal and written communication skills, with the ability to explain technical or procedural concepts clearly to diverse stakeholders.
- Strong troubleshooting skills with a methodical approach to resolving errors and mitigating risks.
- Comfortable navigating complex financial software, CRM systems, and standard office suites.
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
#alljobs
#mcb
Numbers & Facts
| Location | Jacksonville, FL |
| Industry | Management Consulting Services |
| Salary | $21 Per Hour |
| Company Size | 2,000 to 2,499 employees |
| Year Founded | 2000 |
| Website | https://www.iconma.com/ |
Benefits
401K, Employee Referral Program, Life Insurance
About Company
ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.
- Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
- Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
- Founded in 2000
- 2000+ Employees
The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.
Skills
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