Job Information
ShariaPortfolio Client Service Associate - Full Time in Lake Mary, Florida
Since 2003 our company is a boutique asset manager specializing in Sharia-compliant investing and halal investments. Our services include professional, comprehensive wealth management solutions that align with Islamic guidelines to achieve their financial goals.We are currently looking for a Full-Time Client Service Associate.
NOTE: Is not a remote position and requires working in our Lake Mary office.
- Job Responsibilities:
- Work with Prospects to help them onboard and join us as Clients.
- Work with existing Clients on various client service requests.
- Monitor Client inquires, research and reply via email and/or phone.
- Continually monitor and update Client database and portfolios.
- Assist when required with Client billing.
- Assist with office administrative duties.
- Other duties as assigned.
- Work Schedule: M-F
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``` - Job Requirements: - High School diploma or equivalent;Associate or Bachelor's degree in Business, Finance, or related field preferred. - Experienced in Client Services or other Administrative Role in the Financial industry a plus. - Written and verbal communication skills. - Interpersonal and client service skills. - Organizational skills, attention to detail and proactive follow-up. - Computer skills and knowledge of Microsoft Office products and Adobe Acrobat. - Team player with the ability to collaborate with others. - Charismatic and positive attitude. - Ability to multitask, set priorities and meet deadlines. - Ability to work in a fast-paced, evolving environment. - Comfortable working independently. - Motivated with a desire to learn and grow professionally. - Microsoft Office: 2 years (Preferred). - Customer Service: 2 years (Preferred). - Transportation:No transportation is provided, you must provide self transportation to and from our Lake Mary Office.
To apply, Provide an Employ Florida Resume Online andProvide an Employ Florida Application Online (Address provided below)
Employer is an Equal Opportunity Employer M/F/D/V