What are the responsibilities and job description for the Client Services Associate position at TSR Consulting?
TSR Consulting is currently seeking a highly motivated Client Services Associate for an opportunity in Jacksonville, FL
Position Title: Client Services Associate
Location: Jacksonville, FL
Anticipated Start Date: ASAP
Expected Duration: 9 months, possibility of FT conversion
Job Type: Hybrid (3 weeks FULLY onsite, then hybrid)
Pay Range: $40.00/hr
Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)
Job Description:
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Basic understanding of investment and financial planning strategies preferred.
Able to perform multiple functions with a high degree of accuracy.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)
Education:
Bachelor’s/University degree, Master’s degree preferred
Benefits:
TSR Consulting offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
About TSR:
TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives. Through a disciplined approach to sourcing, candidate vetting, and delivery, TSR helps organizations scale teams quickly while maintaining quality and reliability.
TSR operates with a global delivery model, leveraging specialized teams to support enterprise clients across North America and beyond.
In June 2024, TSR was acquired by Justin Christian, founder and CEO of BCforward, a global provider of professional services and workforce solutions. This partnership expands TSR's ability to deliver broader capabilities, global delivery resources, and enhanced opportunities for both clients and consultants.
Salary : $40