Client Services Associate

Description

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• 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

• 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.

• 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.

• 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.

• Series 6
• S6
• Series 7
• S7
• Series 66
• S66
• Series 63
• S63
• S65
• Series 65

• Recruiter
• Email
• Phone
• Ayushi Gupta
• ayushi.agupta@collabera.com