Client Services Assistant needed for financial services firm located in Tampa, FL. Our client is looking for the right candidate who can interface with clients comfortably and who has excellent communication skills. This position is a great opportunity for someone who likes to stay busy, as you will be handling multiple projects simultaneously.

The Client Services Assistant will support the brokers with daily administrative functions as well as project work. Under guidance of the Operations Team Lead, the Administrative Assistant is responsible for an array of operational duties: supporting reception, greeting clients, maintaining client/prospect data, preparing paperwork and processing new accounts, performing general back office administrative tasks, and supporting the greater operations team with special projects. This is a great opportunity to learn and grow with a successful team. Recent finance grads encouraged to apply! Competitive salary and benefits offered.
Qualifications & Skills:

• Bachelor’s Degree, preferred 
• Corporate work experience in customer service, operations, or administration or applicable school and/or internship experience 
• Client-first attitude 
• Ability to work collaboratively with others 
• Strong communication and time management skills 
• Is willing to hustle and think outside the box to solve problems 
• Capable in Word, Excel, PowerPoint, and Outlook 

Please submit a copy of your resume to be considered. This position is eligible for a hybrid work schedule after completion of an introductory period.