Client Service Associate

Windward Recruiting

. Respond to client requests with timeliness and accuracy .

Posted 10/6/2026full-timeRemote • Florida • United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service within the financial services sector, with strong organizational skills and the ability to manage multiple tasks effectively. Proficient in utilizing technology and software to enhance operational efficiency and communication.

Highest-signal resume keywords

Financial Services ExperienceClient CommunicationMicrosoft Office ProficiencyRemote Work ExperienceProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trade Order ProcessingAccount Opening ApplicationsCustodial TasksCRM ManagementClient Billing

Soft Skills

Attention to DetailOrganization SkillsTime ManagementCollaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft ExcelZoom

Industry Keywords

Client ServiceProcess ImprovementOffice OperationsClient Privacy

About the role

Key responsibilities & impact

Respond to client requests with timeliness and accuracy
Process trade orders from financial advisors
Process account opening applications, transfer paperwork, money movements, and other custodial tasks
Manage notes, activities, workflows, and reports in the CRM
Manage and execute client deliverables after advisors’ meetings
Communicate with clients regarding scheduling, paperwork, and follow-up tasks via phone and email
Assist with process improvement
Solve issues to provide excellent client service
Assist with client billing
Participate in Zoom interviews and assessments during the hiring process

Requirements

What you’ll need

2 years of financial services experience
Prior remote working experience
Adept and skilled with technology, 3rd party software, and Microsoft Office products (Word, PowerPoint, Excel, etc.)
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills and attention to detail
Ability to work independently while prioritizing projects and managing time
Ability to learn and implement new technology and software quickly
Ability to communicate well with clients and colleagues and work in a collaborative environment
Ability to follow office processes and policies related to office operations and client privacy
Must be available in Eastern or Central time zones

Benefits

Comp & perks

Great Work/Life Balance with a Monday-Friday Schedule
Health Insurance Plan with Company Contribution (100% of employee’s premium)
401(k) with employer match
Generous PTO Policy & Paid Holidays
Permanently remote position
Equipment provided to work from home