Client Services Associate

Hi,

Akkodis is seeking Client Services Admin – Level II and Level III for our Contract- To-Hire positions with a direct client. It is for Lake Mary, FL location.

Position: Client Services – Level II and Level III

Location: 100 Colonial Center Pkwy, Lake Mary, FL 32746 (Onsite -4 days/Week)

Position Type: CTH (6 Months)

Pay Range: For Level II- $20/hr - $25/hour without benefits

For Level III- $30/hr- $35/hr without benefits (Pay rate varies based on experience)

Job Description:

We are hiring Client Services Professionals to support institutional clients in a Registered Investment Advisor (RIA) / Broker-Dealer environment. This role serves as a primary point of contact for business and brokerage clients, assisting with account support, client inquiries, and service coordination.

We are hiring for two levels, depending on experience.

🔹 Level II – Client Services Associate

Ideal for candidates with strong customer service or client-facing experience who are eager to build a career in financial services.

Responsibilities:

• Serve as the primary contact for client inquiries via phone and email
• Assist with account opening and asset movement requests
• Support clients in navigating financial systems and platforms
• Track and manage client cases through resolution
• Deliver excellent customer service and follow-up support

Qualifications:

• 2+ years of customer service or client support experience
• Financial services experience preferred but not required
• Strong communication and problem-solving skills
• Ability to manage multiple client requests

🔹 Level III – Senior Client Services Associate

Ideal for candidates with financial services or brokerage experience supporting complex client relationships.

Responsibilities:

• Manage high-value client relationships
• Resolve advanced financial service inquiries
• Coordinate with internal teams for issue resolution
• Provide first-call resolution whenever possible
• Support retirement accounts, investments, and brokerage-related services

Qualifications:

• 3+ years of financial services or brokerage experience (Required)
• Experience supporting IRAs, 401(k)s, mutual funds, or brokerage accounts
• Strong relationship management skills
• Ability to handle complex client service requests

Additional Details:

• Approximately 20 client calls per day
• Training provided (first 30 days onsite)
• Opportunity for full-time conversion
• Clear career growth path within client services and financial operations

Equal Opportunity Employer/Veterans/Disabled

Benefit offerings available for our associates include medical, dental, vision, Life Insurance, short-term disability, additional voluntary benefits, an EAP Program, computer benefits, and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may eligible for paid leave including paid sick leave or any other paid leave required by federal, state or local law, as well as Holiday pay where applicable. Disclaimer: The benefit of offerings do not apply to client recruited jobs and jobs that are direct hires to a client.

To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.akkodis.com/en/privacy-policy.

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

· The California Fair Chance Act

· Los Angeles City Fair Chance Ordinance

· Los Angeles County Fair Chance Ordinance for Employers

· San Francisco Fair Chance Ordinance