Location: St. Petersburg, FL/Hybrid Duration: 3-4 Months with possible contract to hire/ with possible extension Description: This is not a call center type of role- phone work is not required Must be able to work in a fast-paced processing role with minimal errors (average 35-50 accounts per day or 80-100 tax loss forms per day) Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Asset Management Services (a division of client & Associates) offers comprehensive asset management services and products for client financial advisors. Job Duties: Performs a variety of operational procedures within the department, which may include: new fee based agreement processing. Answers questions regarding fee based accounts. Researches and provides resolution on advanced and more complex business issues. Serves as a back-up in cross-functional responsibilities during absences. Assists in special projects. Maintains a variety of data files and records. Prepares letter, memos, and various documents. Monitors incoming mail and documents. Performs other duties and responsibilities as assigned. Skills: At least 1-2 years of recent client services / customer service experience - manager is also very open to New Grads Ability to follow workflows / processes Basic math skills Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times Attention to detail Proficient with Microsoft Office products (Work, Outlook, basic Excel) Financial services industry experience is a plus but not required Education: Minimum of a High School Diploma/GED Completed Skills Required Copying Document management Excel Faxing Client services Additional Filing Financial services Microsoft office Outlook Staffing Word Clerical Correspondence Data entry Documentation Excellent written and verbal communication skills General clerical Legal documentation Microsoft excel Microsoft outlook Microsoft word Problem solving Self-motivated Training As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws