Specialist (Client Service team)

Naples, Florida

Employer: ASK Staffing
Industry: 
Salary: $25 - $28.57 per hour
Job type: Full-Time
"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Title: Financial Reporting Analyst

Location: Naples, FL 34102 (ONSITE)

Duration: 4 months Contract

Pay rate:$25 - $28.57hr. On W2

Job Description:

Top Skills Per AM:
  • Microsoft Suite
  • Attention to detail
  • excellent communication skills
  • analytical skills
  • problem solver

Your Opportunity:
  • We are looking for people with a passion for helping clients. The successful Senior Specialist Manager will serve as a vital member of the Client Services team, serving clients and advisors directly. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.

What you are good at:
  • Provide support to the Client Service Mangers (CSMs) on a wide variety of tasks
  • Assist with opening and closing client accounts
  • Process deposits and withdrawals for clients
  • Preparation of client documents for signature
  • Assist in the quarter-end reporting
  • Field client and advisor calls when necessary
  • Assist with mailing multiple distributions to clients
  • Liaison with operations and trading to effectively disseminate information
  • Collaborate on various CS department projects
  • Assist with generating reports as requested by other CSIM departments and clients
  • Account maintenance daily, weekly, monthly, and quarterly tasks
  • Perform database updates, as necessary
  • Collaborate in working groups, to better enhance workflows and processes
  • Provide outstanding client service while demonstrating empathy and problem-solving skills

What you have:
  • The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, a self-initiator, professionalism, incredible follow-through, a great work ethic, and the ability to work on multiple projects and prioritize with ease.
  • Passion for service and finance with the ability to provide a superior level of service
  • Aptitude for complex problem solving
  • Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures, and guidelines
  • Collaborative and relational work style with proven success in a team environment
  • Excellent communication and interpersonal skills
  • A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook
  • Portfolio accounting software knowledge preferred
  • Desire for growth opportunities and ongoing training
  • Series 65/7 is not required

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.
Created: 2024-09-10
Reference: 251858
Country: United States
State: Florida
City: Naples

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