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Staff/Senior Client Services job

Elite Placement Group jobs

Company

Salary

Job Description

Client Services Associate Financial services client in the Norwalk area has an immediate need for a Client Services Associate. This company offers a fantastic work life balance! Seeking candidates with prior client services experience. Duties Include: Assist & research client issues/questions Maintain client records, new client accounts/households ACH requests, cash movement/cashiering Client documentation & reports, communication Office management & other special tasks assigned Must Haves: Bachelor's degree - Finance 2+ years client services experience within financial services Schwab/Fidelity platforms, licensed Series 63/65, 66 preferred Strong organization, communication, multitasking/prioritizing skills Client oriented mindset Computer skills, MS Word & Excel Senior Client Services Associate Financial services client in the Norwalk area has an immediate need for a Senior Client Services Associate. Seeking licensed Series 65 candidates with client services backgrounds. This company offers a great work life balance! Duties Include: Assist & research client issues/questions Maintain client records, new client accounts/households ACH requests, cash movement/cashiering Client documentation & reports, communication Office management & other special tasks assigned Must Haves: Bachelor's degree - Finance 5+ years client services experience within financial services Series 65 license required, Schwab/Fidelity platforms preferred Strong organization, communication, multitasking/prioritizing skills Client oriented mindset Computer skills, MS Word & Excel Please submit resumes to jobs@epgstaffing.com.
Estimated annual salary
$47,000
average
Minimum
$24,992
Maximum
$94,700

Elite Placement Group

Type

Company - Private

Size

Small

Revenue

$5M to $10M

Location

Multiple locations

Industry

Human Resources

Founded

2001

CEO

Jacob Makmale, CPA, CPC

Job Filters

ParalegalsElite Placement Group, LLCOrange, CT
Paralegals Consumer goods client based in Orange, CT has four openings for Paralegals that must be filled! These roles are remote but may need to report to the office occasionally. Must Haves: Bachelor’s degree Prior paralegal experience – corporate/law...Read more
Tax ManagerElite Placement Group, LLCGeorgetown, CT
Tax Manager This global company recently moved its NA HQ to the Fairfield, CT area and is looking to hire a strong Transfer Pricing Tax Lead/Manager. This is a newly created role, reporting into the Controller. This candidate will lead all matters as it...Read more
Private Client AssociateElite Placement GroupSan Francisco, CA
Private Client/Wealth Management Associate - San Francisco Direct Hire Full Time- $75k plus annual bonus, commission, excellent health benefits, 401k with matching. We are a prominent Wealth Management firm that is searching for talented individuals to...Read more
Audit SeniorElite Placement GroupSanta Monica, CA
Sr. Audit Manager (CPA required) West Los Angeles Accounting firm is looking to hire an Audit Manager who will help plan and monitor large accounting engagements involving audited financial statements. In this role you will perform risk analysis in the...Read more
Financial AuditorElite Placement GroupLos Angeles, CA
Audit Associate (A CPA is a plus but not a must) West Los Angeles Accounting firm is looking to hire an Audit Associate who will help plan and monitor large accounting engagements involving audited financial statements. In this role you will perform risk...Read more
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