Client Service Associate - Financial Operations & Support

Magnit; Saint Petersburg (FL); On-site; USD 27,000 - 36,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Magnit is seeking a detail-oriented support professional to assist Financial Advisors and Sales Assistants with account openings and maintenance in Saint Petersburg, FL. You will handle routine inquiries, enforce AML/KYC requirements, and help ensure accurate documentation and timely client service.

Under supervision, you will review issues, analyze data, and support with reports, while maintaining professional communication and a proactive problem-solving mindset.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• Willingness to go above and beyond for customers.
• Strong written and verbal communication skills.

Responsibilities

• Answers calls and questions from Financial Advisors and Sales Assistants about account opening and maintenance.
• Enforces documentation requirements of clients and accounts to meet industry policies and regulations (AML/KYC).
• Reviews issues, analyzes data, and determines corrective action.
• Processes basic department reports and resolves account issues with FAs and SAs.
• Maintains detailed records/notes of client requests and ensures timely completion.

Skills

Customer service

Problem solving

Communication

Professional demeanor

MS Office

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Magnit is seeking a detail-oriented support professional to assist Financial Advisors and Sales Assistants with account openings and maintenance in Saint Petersburg, FL. You will handle routine inquiries, enforce AML/KYC requirements, and help ensure accurate documentation and timely client service.

Under supervision, you will review issues, analyze data, and support with reports, while maintaining professional communication and a proactive problem-solving mindset.