LBMC Staffing Solutions, LLC

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Client Service Associate-11163-3

Location : Brentwood, TN
Job Type : Direct
Hours : Full Time
Travel : No
Relocation : No

Job Description :

Our client, voted one of the best places to work, is seeking a Client Service Associate to provide high quality operational support to Financial Advisors/Partners. Specifically assist with opening accounts, servicing existing accounts, distribution, resolving issues, scheduling appointments and preparing materials.  You will also support office initiatives, in addition to special projects. This opportunity provides a generous salary and PTO with flexible hours. 

Required Qualifications :

  • Knowledge of investment and banking products, policies & procedures is required

  • Experience in the financial services/banking industry required

  • Ability to multi task, prioritize responsibilities

  • Strong attention to detail, time management skills

  • Strong client service & technical skills (MS Word & Excel).

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