Windward Recruiting
Windward Recruiting
Windward Recruiting एक भर्ती एजेंसी है, जो वेल्थ मैनेजमेंट और व्यापक वित्तीय सेवा क्षेत्रों के लिए कार्यकारी खोज और प्रतिभा नियुक्ति पर केंद्रित है। यह फर्म वरिष्ठ स्तर के पदों के लिए उम्मीदवारों की पहचान करने में संगठनों की सहायता हेतु 45 वर्षों से अधिक के संयुक्त अनुभव का लाभ उठाती है। इसका दृष्टिकोण दीर्घकालिक ग्राहक संबंधों और एक गहन स्क्रीनिंग प्रक्रिया पर जोर देता है, जिसे विशेषीकृत पदों के लिए उपयुक्तता का आकलन करने के लिए तैयार किया गया है।

Remote Client Service Associate - Florida

Support client operations remotely for a Tampa-based financial planning and investment management firm. Responsibilities include trade processing, account paperwork, CRM administration, billing, and client communication.

विवरण

  • Respond promptly and accurately to client inquiries
  • Process trade orders submitted by financial advisors
  • Handle account-opening applications, transfer documentation, money movements, and related custodial tasks
  • Maintain CRM notes, activities, workflows, and reports
  • Coordinate and complete client deliverables following advisor meetings
  • Contact clients by phone and email about scheduling, paperwork, and follow-up actions
  • Contribute to improvements in operational processes
  • Resolve issues while maintaining a high standard of client service
  • Support client billing activities
  • Complete Zoom interviews and assessments as part of the hiring process

आवश्यकताएँ

  • At least two years of experience in financial services
  • Previous experience working remotely
  • Strong proficiency with technology, third-party software, and Microsoft Office applications, including Word, PowerPoint, and Excel
  • Ability to prioritize work, solve problems, and meet deadlines
  • Strong organizational skills and close attention to detail
  • Ability to work independently, prioritize projects, and manage time effectively
  • Ability to learn and adopt new technology and software quickly
  • Clear communication skills with clients and colleagues, plus the ability to collaborate effectively
  • Ability to follow office procedures and policies governing operations and client privacy
  • Availability to work in either the Eastern or Central time zone

लाभ

  • Monday-through-Friday schedule designed to support work-life balance
  • Health insurance with the company covering 100% of the employee premium
  • 401(k) plan with an employer match
  • Generous paid time off and paid holidays
  • Permanent remote work arrangement
  • Company-provided equipment for working from home

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