Robert Half International Client Services Associate in ARLINGTON, Virginia
Client Services Associate Financial Services Washington, D.C.
$55k, plus bonus, great benefits, 401 (k)
My client is a well-established Financial Services Company located in the Washington, D.C. area with a need for Client Services Associate to join their experienced team. The Client Services Associate will be involved in servicing of clients, supporting operations of Insurance and Projection Department, including acting as a liaison to Underwriters and Advisors. The Client Services Associate will be responsible for the following duties:
-Providing excellent customer service to clients both internally and externally
-Managing the flow of insurance applications, adhering to compliance
-Servicing of Client Accounts including opening and closing accounts
-Processing IRA withdrawals, processing appropriate paperwork
-Ensure compliance paperwork with all transaction
-Answering client questions regarding statements and Accounts
-Act as a liaison between Financial Advisors and clients
All interested candidates in the Client Services Associate role and other full time opportunities across the Washington, D.C. area please send your resume to Justin.firstname.lastname@example.org or call 202.626.0280.
2+ years’ experience in Administrative support
Financial Services/Insurance/Banking experience is highly preferred
Life & Health Insurance license is highly preferred
Proficient in MS Office
Ability to successful pass credit check
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© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.
Salary: $50,000.00 - $60,000.00 / Yearly
Location: ARLINGTON, VA
Date Posted: November 16, 2020
Employment Type: Full-time
Job Reference: 04510-0011621900
Staffing Area: Full-Time Accounting u0026 Finance