Client Services Associate

Kelly; Jacksonville (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Kelly is seeking a Client Services Associate to support investment and banking clients through inbound and outbound communications, while ensuring compliance with KYC and AML requirements. This development role focuses on delivering value by guiding clients to digital platforms, centralized advisory services, or dedicated wealth advice, with a strong emphasis on service quality and regulatory adherence.

A 6+ month contract with possible extension, based in Jacksonville, requiring 0–2 years of

Qualifications

• 0–2 years of customer service experience, preferably within financial services, banking, investments, or wealth management.
• Basic understanding of investment products and financial planning concepts.
• Strong relationship-building and client engagement skills.
• Excellent verbal and written communication abilities with a professional demeanor.
• Ability to work independently within established procedures and exercise sound judgment.
• Strong multitasking, organizational, and problem-solving skills with a high level of accuracy.
• Ability to support a diverse range of financial products and services.
• Proficiency in Microsoft Office applications, including Excel, Outlook, and Word.

Responsibilities

• Provide exceptional service and support to investment and/or banking clients through phone and email interaction.
• Clearly communicate the value and benefits of available products, services, and client solutions.
• Assist clients in transitioning to digital and self-service solutions when appropriate.
• Educate clients on available wealth management, private client, and digital banking offerings.
• Respond promptly and professionally to client inquiries, service requests, and account-related concerns.
• Take full ownership of client issues and ensure end-to-end resolution through a closed-loop process.
• Handle customer complaints and claims in accordance with regulatory requirements and company policies.
• Identify opportunities and refer clients to specialized partners such as Wealth Advisors, Small Business Specialists, Mortgage Professionals, and Digital Solutions team.
• Maintain ongoing client follow-up and ensure adherence to all regulatory and compliance procedures.
• Strictly follow KYC, AML, and other regulatory requirements.
• Assess and manage risk appropriately while safeguarding client information, assets, and organizational reputation.
• Escalate control issues and compliance concerns in a timely and transparent manner.

Skills

Customer service

Investment products

Relationship building

Communication

Independent work

Multitasking

Financial products

Tools

Microsoft Office

Job description

Duration: 06+ Months (Possible Extension/Conversion)

Job Summar

yThe Client Services Associate is a developing professional role responsible for servicing and supporting investment and/or banking clients through inbound and outbound communications while ensuring compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements. This role requires strong client service skills, knowledge of financial products and services, and the ability to identify appropriate solutions that align with client needs, including digital platforms, centralized advisory services, or dedicated financial advice

Key Responsibiliti

• esProvide exceptional service and support to investment and/or banking clients through phone and email interaction
• s.Clearly communicate the value and benefits of available products, services, and client solution
• s.Assist clients in transitioning to digital and self-service solutions when appropriat
• e.Educate clients on available wealth management, private client, and digital banking offering
• s.Respond promptly and professionally to client inquiries, service requests, and account-related concern
• s.Take full ownership of client issues and ensure end-to-end resolution through a closed-loop proces
• s.Handle customer complaints and claims in accordance with regulatory requirements and company policie
• s.Identify opportunities and refer clients to specialized partners such as Wealth Advisors, Small Business Specialists, Mortgage Professionals, and Digital Solutions team
• s.Maintain ongoing client follow-up and ensure adherence to all regulatory and compliance procedure
• s.Strictly follow KYC, AML, and other regulatory requirement
• s.Assess and manage risk appropriately while safeguarding client information, assets, and organizational reputatio
• n.Escalate control issues and compliance concerns in a timely and transparent manne

Required Qualificati

• ons0–2 years of customer service experience, preferably within financial services, banking, investments, or wealth manageme
• nt.Basic understanding of investment products and financial planning concepts preferr
• ed.Strong relationship-building and client engagement skil
• ls.Excellent verbal and written communication abilities with a professional demean
• or.Ability to work independently within established procedures and exercise sound judgme
• nt.Strong multitasking, organizational, and problem-solving skills with a high level of accura
• cy.Ability to support a diverse range of financial products and servic
• es.Proficiency in Microsoft Office applications, including Excel, Outlook, and Wo

Required Licenses & Certificati

• onsSecurities Industry Essentials (SIE) Certificat
• ionActive Series 7 Lice
• nseActive Series 66 License (or Series 63 and Series 65 combinati

on)Preferred Ski

• llsKnowledge of investment, banking, and wealth management produc
• ts.Familiarity with regulatory and compliance requirements within the financial services indust
• ry.Strong customer-focused mindset with the ability to resolve complex client issues effective