Client Services - Non Exempt - Immediate Start

Job Description:

• We re looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
• Client offers a fast-paced environment and dynamic culture where client first is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
• Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
• Client Service - Works with external clients to resolve the most complex day-to-day issues and leverages the appropriate resources at client to resolve their inquiries.
• Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
• Applies advanced problem-solving skills, judgement, and experience to analyze information.
• Uses developed communication skills to deliver high quality service to a specialized client base.
• Provides key individuals at assigned clients information related to client s products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader client services and offerings.
• Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources at client.
• Resolves the most complex or non-routine client issues or inquires, as needed.
• Uses in-depth knowledge of client issues and needs to contribute to business development efforts.
• Uses broad understanding of client products and services to best propose expanded offerings to clients for front office consideration.
• Leads and participates in internal activities and initiatives designed to improve the client experience.
• Uses knowledge of client services best practices and client needs to help develop process improvements.
• No direct reports.
• Provides guidance to less experienced team members.
• Supports multiple complex client accounts.

• 3 days per week in office, Lake Mary FL
• Rate Range: 28-33/HR (based on experience)