Client Service Associate Position Available In Brevard, Florida

Client Service Associate Connors Wealth Management – 3.9 Cocoa Beach, FL Job Details Full-time $40,000 – $70,000 a year 20 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off 401(k) matching Qualifications Customer service Series 66 Supervising experience Bachelor’s degree Client services Customer relationship management Financial services Series 65 Communication skills Entry level Series 63 Time management Full Job Description Connors Wealth Management is seeking a highly qualified, positive, and motivated Client Service Associate to be an integral part of our fast-growing company. CSA’s play a critical role by providing administrative support to advisors and operations team, and ensure our clients receive outstanding service and communication. Candidates must be high-energy, detail-oriented, and have a passion for helping others. Connors Wealth Management offers a fast-paced, professional environment with great benefits a competitive salary based on experience. This position will be on a fast track to a supervisory role after one year, based on performance. Responsibilities Provide positive and professional service to the client base assigned Handle all communication with the client base including phone calls, and emails Assist other team members with client projects Handle all follow-up activities from client meetings Process all paperwork, money movement, and client requests Build and maintain a relationship with the client base Assist in developing client review materials Interact with the firm’s operations team on planning and follow up Develop and maintain written systems of all activities Attend all training and information sharing meetings scheduled by the operations team Maintain all continuing education requirements of a wealth advisor plus required training elements Attend all firm client events Knowledge, Skills & Abilities • Excellent attitude and interpersonal skills •Extraordinary client service orientation Excellent communication skills A genuine passion for serving and caring for other people Excellent organizational and time management skills A burning desire to succeed Ability to handle multiple tasks and handle stress professionally Series 63, 65 or 66 is required Bachelor’s degree is preferred We offer a great working environment in beautiful and professional office locations in Cocoa Beach and Suntree. For more information about our company and our team, please visit our website www.

ConnorsWealth.com .

Job Type:

Full-time Pay:

$40,000.00 – $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off

Compensation Package:

Bonus opportunities

Schedule:

8 hour shift Day shift Monday to

Friday Work Location:

In person