Job Title: Client Services Associate

Job Description:

LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced environment, work effectively both independently and in collaboration with a team, and be proactive in managing tasks and priorities.

Key Responsibilities:

• Provide general administrative support to brokers, ensuring smooth and efficient operations.
• Maintain consistent and professional communication with clients.
• Coordinate customer solutions and collaborate with operations departments to meet client needs.
• Prepare portfolio evaluations and presentations for clients.
• Conduct basic research to support brokers and customer inquiries.
• Perform other administrative tasks as needed to support business operations.

Key Qualifications:

• Exceptional communication and client service skills.
• Courteous, articulate, and professional demeanor.
• Strong ethical standards and commitment to maintaining confidentiality and integrity.
• Ability to collaborate effectively in a team-oriented environment.
• Highly organized with the ability to prioritize tasks and manage time efficiently.
• Proficient in Microsoft Office applications, including Word, Excel, and Outlook.
• At least 1 year of experience in a brokerage or financial services firm is preferred.
• A current NASD Series 7 license and Series 63 license are a plus.

We offer:

• A Stable and friendly work environment
• Opportunities to learn
• Health and life insurance
• Flexible spending accounts
• 401(k) with profit sharing
• Paid vacation and sick days