Client Service Associate
Client Service Associate
Posted on :
09-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
$ 55000 - 75000
Vacancy
1 Vacancy
Posted on :
09-04-2025
Job Description
Client Service Associate
Compensation including bonus range: $55000 $75000 contingent on qualifications and experience.
Thorsen Hixenbaugh Kovaleski Wealth Advisors located on Lake Eola in Orlando Florida is seeking a fulltime Client Service Associate to join their team. As a Client Service Associate (CSA) you will be an integral part of our team. With daily interaction and providing direct support to the practices Financial Advisor team the CSAs critical thinking skills and reliability are essential to the ongoing growth and success of the company. The Client Service Associate responsibilities include:
- All phases of opening accounts and account maintenance
- Cash management functions including wires ACH transfers and check deposits
- Appointment preparation materials for Financial Advisors including Morningstar Snapshot and Client Financial Review reports
- Assisting clients who call into the office with questions.
Candidate Requirements:
- Must be able to work in office for a forty hour work week Monday through Friday 9:00 a.m. to 5:00 p.m. (working remotely not available)
- Strong client service skills firsthand experience interacting directly with clients via telephone or in person high level of confidence in a clientfacing role
- Outstanding planning and organizational skills efficient at multitasking effective followup deadline focused and thrive in a fastpaced professional environment
- Selfmotivated with the ability to work independently and in collaboration with the Financial Advisors and team members; reliable trustworthy and dedicated
- A genuine interest in serving and caring for established clients and new business relationships; projects a positive attitude and professional manner through all client and team interactions
- Excellent oral and written communication skills; detailedoriented energetic eager to learn
- Technology competency with ability to learn and master new applications
- Must pass a background and credit report check
Desired Experience:
- 2 years of Financial Services (Brokerage firm or Bank) experience
- Bachelors degree preferred majors Business Accounting Finance Economics
- Desired date of hire for this fulltime position as soon as possible
Benefit Highlights:
- 3 weeks of paid vacation time 1 week of paid sick leave and holidays following the NYSE observed holidays schedule
- Paid parking
- Healthcare benefits (medical dental and vision) company pays 75 of cost
- 401(k) plan with company matching up to 6 of salary deferral additional team performancebased 4 discretionary match
About Us
We are a multigenerational wealth management practice serving the multigenerational investment needs of our clients for over thirtyeight years. We build meaningful relationships with families through listening educating and guiding as they plan for new homes education for their children and grandchildren tax planning strategies retirement vacations and estate planning strategies. Over the course of this lifelong relationship we assist our clients with our experiencedbased advice quality of service and independent investment options. Through exemplifying the highest level of integrity we can achieve our commitment to our clients and their financial wellbeing.
The Company provides equal employment opportunities to all qualified individuals without regard to race color religion sex gender identity sexual orientation pregnancy age national origin physical or mental disability military or veteran status genetic information or any other protected classification. Equal employment opportunity includes but is not limited to hiring training promotion demotion transfer leaves of absence and termination.
Required Experience:
IC
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
