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Client Services

Alexander, Van Loon, Sloan, Levens & Favre, PLLC Biloxi, MS
  • Posted: 29 days ago
  • Full-Time

Client Services/Sales Assistant/Compliance Liaison – Financial Services

This job is located in Gulfport, MS

Gulfport based financial services firm seeking an experienced client services professional with a willingness to perform compliance related tasks.

Duties include:

  • form and document preparation,
  • communication with clients as well as third party vendors for back office support and custody.
  • Complete necessary workflows for account set up and servicing.
  • Maintain database of client activities and tasks.
  • Ensure completion of month end and quarter end processing

Be willing to learn and administer system for compliance, account aggregation, internal tasks, client contact and client portal.

Experience with Microsoft Office is preferred.

Experience with operations of a financial services and investment business is preferred.

Please contact – tschmidt@avlwealthcare.com

Alexander, Van Loon, Sloan, Levens & Favre, PLLC

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