Client Associate


Salary:

$15.00 to $17.00 per hour

Location:

Miramar Beach, FL

Date Posted:

April 26, 2019

Employment Type:

Temporary

Job Reference:

04730-9501883665

Staffing Area:

Temporary Accounting & Finance


Description
Hello
I am currently staffing for Client Associate in Miramar Beach Fl.

Duites:

Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firm's regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.
Requirements
Monday-Friday 8:00am-5:00 pm
Location: Miramar Beach, Fl
Compensation: $17.00

Strong client service skills ?Strong attention to detail and accuracy skills ?Effective organizational, multi tasking, and prioritizing skills ?Good verbal, written, and interpersonal communication skills ?Brokerage industry experience ?Financial services experience ?Ability to motivate staff to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment ?Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information ?Basic Microsoft Office (Word, Excel, and Outlook) skill
If interested in this position please send all up to date resumes to [email protected]
Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888-490-3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

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