Client Service Associate / Receptionist

    • St. Petersburg, FL

RESPONSIBILITIES:
Kforce has a client that is looking for a Client Service Associate/Representative in Saint Petersburg, FL. Responsibilities:

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Researches client and security information through the back-office system
  • Processes and follows up on client documentation for proper maintenance of accounts
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Creates and maintains records and files
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations
  • Maintains databases and creates reports using portfolio software programs
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Receives and processes securities
  • Receives cross-training and assists with other operational functions as required
  • Performs other duties and responsibilities as assigned


REQUIREMENTS:
  • At least 2+ years of administrative or client support experience
  • Experience being an Office Manager/Office Assistant
  • Experience within the financial services industry is a big plus
  • Fluent user of Microsoft Office products, especially Outlook; Must have basic Excel skills
  • Strong data entry skills
  • Must be comfortable working in a very small office
  • Must be comfortable working independently with minimal supervision
  • Highly organized
  • Ability to multi-task
  • Clear and professional written and verbal communication skills; Ability to use proper grammar and spelling at all times
  • Customer service oriented
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.


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