Client Service Associate (Charleston, WV)

Lewis James Professional

Client Service Associate

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Client Service Associate for a contract opportunity with a financial services client.

Responsibilities:

  • Administrative and Operational support for Financial Advisor — answering calls, submitting operational tasks and requests for checks to be issued, performing client deposits, pulling files and other needed reports for client appointments for advisor.
  • Prepare paperwork/forms to be presented to clients for signature, submission and follow up on new account documentation.
  • Authentication of client incoming calls.
  • Accept client account updates and process thru various platforms.
  • File client documents.
  • Preparation of outgoing client letters and communication.

Qualifications:

  • High School or Equivalent.
  • Exceptional telephone skills and ability to interact with clients.
  • Proficiency in basic computer applications, such as Microsoft Office software products.
  • Strong verbal and written communication skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3670. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3670. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V