Client Services Associate

TSR Consulting; Jacksonville (FL); Hybrid; USD 52,348 - 57,859; Full time

Benefits offered by this job

Medical insurance

HSA

Dental

Vision

Group life insurance

Disability insurance

401k

Job summary

TSR Consulting is seeking a Client Services Associate for an opportunity in Jacksonville, FL. The role is hybrid (3 weeks onsite, then hybrid) with an anticipated start ASAP and duration of 9+ months, potentially converting to full-time.

Qualifications include SIE and Active Series 7/66 licenses, 0–2 years in customer service with investment exposure, and a Bachelor’s degree (Master’s preferred). Benefits include a comprehensive package and retirement options.

Qualifications

• 0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
• Bachelor’s degree required; Master’s degree preferred.
• Securities Industry Essentials (SIE) and Active Series 7 & Series 66 licenses required.

Skills

Customer Service

Investments knowledge

Education

Bachelor’s degree

Master’s degree

Tools

Microsoft Office

Job description

TSR Consulting is currently seeking a highly motivated Client Services Associate for an opportunity in Jacksonville, FL

Position Title: Client Services Associate

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:

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

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.