Client Service Associate (Saint Petersburg, FL)
Most applications go out cold — see where you stand first. No sign-up to start.
Don't just apply. Show up ready.
Olive works from this exact posting — no sign-up to start.
At a glance
Job overview
The Client Service Associate handles daily client inquiries via phone, online, and in-person, supports financial advisors with administrative tasks, opens accounts, processes transactions, prepares reports, manages CRM records, assists with compliance and marketing, and engages in training to stay current on industry policies.
Skills & qualifications
Skills
Qualifications
Full job description
Essential Duties and Responsibilities
-
Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
-
Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
-
Open new client accounts, process money movement, and research information as needed
-
Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
-
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
-
Create and maintain records and files utilizing Client Relationship Management (CRM) software
-
Assist with compliance documentation and recordkeeping
-
Assist with marketing and client events
-
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
-
Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities
-
Company’s working structure, policies, mission, and strategies
-
General office practices, procedures, and methods
-
Basic investment concepts, practices and procedures used in the securities industry
-
Financial markets, products and industry regulations
Skill in
-
Client Relationship Management (CRM) software
-
Microsoft Office
-
Effective communication (in-person, virtual, phone and mail)
Ability to
-
Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
-
Analyze and research account information
-
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
-
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
-
Provide a high level of customer service in a calm and professional manner
-
Use mathematics sufficient to process account and transaction information
-
Use appropriate interpersonal styles and communicate effectively
-
Work both independently and as part of a team
-
Provide a high level of customer service
Experience and Licenses
-
One (1) or more years securities industry or related work experience preferred
-
SIE, series 7 & 66 preferred
You've read the whole posting — now see how you match it.