CLIENT ASSOCIATE

Title: Client Associate

Location: Sun City Center, Florida

Duration: 5 months

Work Engagement: W2

Work Schedule: Onsite 5 days per week. 8:30 AM - 5:00 PM

Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

In this contingent resource assignment, you may: seek ways to improve individual work processes within established procedures. Perform routine administrative support tasks. Regularly receive direction from supervisor and escalate questions and issues. Interact with client personnel on basic information. Required Qualifications: Administrative support experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

Key Responsibilities:

• Answer and direct incoming telephone calls in a professional and courteous manner.
• Greet clients and visitors and provide front-office reception support.
• Assist clients in person and over the phone with routine questions and service requests.
• Prepare outgoing mail, apply postage, and distribute incoming correspondence.
• Maintain physical and electronic filing systems and ensure records are organized and up to date.
• Support office administrative functions including document preparation, scanning, copying, and data entry.
• Assist with routine client service requests, including support for money movement transactions in accordance with established procedures.
• Process and assist with check deposit activities while adhering to applicable policies and controls.
• Maintain confidentiality of client information and company records.
• Follow established procedures and escalate questions or issues to management as appropriate.
• Support a professional, organized, and client-focused office environment.

Key Requirements:

Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

• High School Diploma, GED, or equivalent.
• Experience in administrative, clerical, receptionist, customer service, banking, or financial services experience; or equivalent demonstrated through work experience, training, military experience, or education.
• Strong verbal and written communication skills.
• Ability to interact professionally with clients, visitors, and business partners.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and prioritize work in a fast-paced environment.

Preferred Qualifications

• Previous receptionist, administrative assistant, banking, brokerage, or wealth management office experience.
• Experience handling client-facing interactions in a professional services environment.
• Familiarity with financial transaction processing, deposits, or money movement activities.