{"schemaVersion":"jobsearcher.job.v1","id":"bcbe8b2a14a53e3995c8e2b5","url":"https://jobsearcher.com/jobs/bcbe8b2a14a53e3995c8e2b5","canonicalUrl":"https://jobsearcher.com/jobs/bcbe8b2a14a53e3995c8e2b5","title":"Client Services Associate","description":"Job Title: Client Services Associate\nDuration: 6 months\nLocation: Hybrid (Jacksonville, FL)\nPay Range: USD 40.00/hr. – USD 43.00/hr.\nJob Description\nThe Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.\nResponsibilities:\nFully accountable for servicing and supporting our Investment and/or Banking clients.\nAble to clearly articulate business value proposition, matching clients with the correct set of products and services.\nResponsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.\nConfidently articulate the value proposition for our Private Client and digital programs available.\nDirectly responsible for providing timely responses to client service requests, received via telephone or email.\nProvides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.\nEnsures customer claims and complaints are handled in accordance with FINRA and firm policy.\nRefer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)\nManage client follow-up and adhere to all Regulatory and Compliance operating procedures\nEnsure that KYC/AML and other compliance norms are strictly adhered to\nAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.\nQualifications:\n0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.\nPrior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.\nBasic understanding of investment and financial planning strategies preferred.\nUnderstanding of multiple products across business lines combined with exceptional networking and relationship building skills.\nExcellent verbal and written communication skills. Ability to communicate at a professional level.\nCapable of working independently within established procedures and make decisions without manager approval.\nAble to perform multiple functions with a high degree of accuracy.\nAbility to support a diverse array of products and services.\nKnowledge of MS Office (Excel, Outlook, and Word) preferred.\nSecurities Industry Essentials - SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)\nDexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.\nDexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.\nDexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.\n#BP\nPay: $40.00 - $43.00 per hour\nApplication Question(s):\nMay I know your work authorization\nDo you have an active Series 7\nWork Location: Hybrid remote in Jacksonville, FL 32258","company":"Dexian","rawCompany":"dexian","city":"Jacksonville","state":"FL","isRemote":false,"isActive":false,"createdAt":"2026-08-10T15:25:37.636Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"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":"Job Title: Client Services Associate\nDuration: 6 months\nLocation: Hybrid (Jacksonville, FL)\nPay Range: USD 40.00/hr. – USD 43.00/hr.\nJob Description\nThe Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.\nResponsibilities:\nFully accountable for servicing and supporting our Investment and/or Banking clients.\nAble to clearly articulate business value proposition, matching clients with the correct set of products and services.\nResponsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.\nConfidently articulate the value proposition for our Private Client and digital programs available.\nDirectly responsible for providing timely responses to client service requests, received via telephone or email.\nProvides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.\nEnsures customer claims and complaints are handled in accordance with FINRA and firm policy.\nRefer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)\nManage client follow-up and adhere to all Regulatory and Compliance operating procedures\nEnsure that KYC/AML and other compliance norms are strictly adhered to\nAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.\nQualifications:\n0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.\nPrior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.\nBasic understanding of investment and financial planning strategies preferred.\nUnderstanding of multiple products across business lines combined with exceptional networking and relationship building skills.\nExcellent verbal and written communication skills. Ability to communicate at a professional level.\nCapable of working independently within established procedures and make decisions without manager approval.\nAble to perform multiple functions with a high degree of accuracy.\nAbility to support a diverse array of products and services.\nKnowledge of MS Office (Excel, Outlook, and Word) preferred.\nSecurities Industry Essentials - SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)\nDexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.\nDexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.\nDexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.\n#BP\nPay: $40.00 - $43.00 per hour\nApplication Question(s):\nMay I know your work authorization\nDo you have an active Series 7\nWork Location: Hybrid remote in Jacksonville, FL 32258","datePosted":"2026-08-10T15:25:37.636Z","dateModified":"2026-08-10T15:25:37.636Z","hiringOrganization":{"@type":"Organization","name":"Dexian","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Jacksonville","addressRegion":"FL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"bcbe8b2a14a53e3995c8e2b5"},"url":"https://jobsearcher.com/jobs/bcbe8b2a14a53e3995c8e2b5"}}