{"schemaVersion":"jobsearcher.job.v1","id":"8f51efdb3f335e768b3bbfa1","url":"https://jobsearcher.com/jobs/8f51efdb3f335e768b3bbfa1","canonicalUrl":"https://jobsearcher.com/jobs/8f51efdb3f335e768b3bbfa1","title":"Client Services Associate","description":"DescriptionHomeSearch JobsJob Description Client Services Associate Contract to Hire: Jacksonville, Florida, US Salary Range: 40.00 - 45.00 | Per Hour Job Code: 370146 End Date: 2026-07-19 Days Left: 28 days, 4 hours left Apply Position Details: Position: Client Services AssociateIndustry: Banking / Financial ServicesJob Duration: 9 Months (Potential Contract-to-Hire Opportunity)Location: Jacksonville, FL (Hybrid)Schedule: Monday - Friday (Business Hours)Pay Range: $40/hr - $45/hr Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable) Project Scope / Day-to-Day Responsibilities: Service and support Investment and Banking clients through inbound and outbound phone interactions.Handle client requests and inquiries while providing exceptional customer service.Ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.Assist clients with banking and investment-related products and services.Resolve client issues from start to finish using a closed-loop resolution process.Escalate opportunities to Wealth Advisors, Lending Officers, and other business partners when appropriate.Maintain accurate records and follow all regulatory and compliance guidelines.Manage client follow-up activities and support risk management initiatives. Required Skills :Active SIE License.Active Series 7 License.Active Series 66 License (or Series 63 & 65 combination).Strong customer service and client relationship management experience.Excellent verbal and written communication skills.Knowledge of financial services, investments, or banking products.Ability to multitask and work independently. Nice to Have Skills / Experience: 0-2 years of experience in customer service within banking, investments, or financial services.Understanding of investment products and financial planning concepts.Experience working in a call center environment.Strong networking and relationship-building skills.Bachelor's degree preferred. Job RequirementSeries 6S6Series 7S7Series 66S66Series 63S63S65Series 65 Reach Out to a RecruiterRecruiterEmailPhoneAyushi Guptaayushi.agupta@collabera.com Apply Now","company":"Collabera Technologies","rawCompany":"collabera technologies","city":"Jacksonville","state":"FL","isRemote":false,"isActive":false,"createdAt":"2026-06-24T03:57:23.064Z","occupations":[{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-4141.00","title":"New Accounts Clerks","slug":"new-accounts-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"522110","title":"Commercial Banking","slug":"commercial-banking"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Associate","description":"DescriptionHomeSearch JobsJob Description Client Services Associate Contract to Hire: Jacksonville, Florida, US Salary Range: 40.00 - 45.00 | Per Hour Job Code: 370146 End Date: 2026-07-19 Days Left: 28 days, 4 hours left Apply Position Details: Position: Client Services AssociateIndustry: Banking / Financial ServicesJob Duration: 9 Months (Potential Contract-to-Hire Opportunity)Location: Jacksonville, FL (Hybrid)Schedule: Monday - Friday (Business Hours)Pay Range: $40/hr - $45/hr Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable) Project Scope / Day-to-Day Responsibilities: Service and support Investment and Banking clients through inbound and outbound phone interactions.Handle client requests and inquiries while providing exceptional customer service.Ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.Assist clients with banking and investment-related products and services.Resolve client issues from start to finish using a closed-loop resolution process.Escalate opportunities to Wealth Advisors, Lending Officers, and other business partners when appropriate.Maintain accurate records and follow all regulatory and compliance guidelines.Manage client follow-up activities and support risk management initiatives. 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