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Windward Recruiting
Windward Recruiting
1 – 10 Employees
ConsultingLegalRecruitment
Windward Recruiting is a recruitment agency focused on executive search and talent placement for the wealth management and broader financial services sectors. The firm draws on more than 45 years of combined experience to help organizations identify candidates for senior-level roles. Its approach emphasizes long-term client relationships and a thorough screening process designed to assess fit for specialized positions.
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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.

USUnited StatesFLFlorida
$65,000 – $80,000 / year
RemoteFull-timeJuniorMiddleNo degree requiredEnglish RequiredClient ServicesClient Services Representative

Description

  • 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

Requirements

  • 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

Benefits

  • 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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