Client Services – Registered Investment Advisor (RIA) / Broker Dealer
VTekis Consulting LLP
18 hours ago
Contract
On-site
Seminole County Florida United States
Automotive Service Advisor / Writer
Company Description
We provide Recruitment and Staffing services to many industries and domain through our innovative and customized solutions and passionate commitment to research. Ability to understand the hiring strategies, availability of talent and compensation benchmarking makes us proud hiring partner for various industries. We work as trusted business partners and always strive to deliver the most value and highest return on investment for our clients. We are highly trained business professionals with strong understanding of clients need. We work closely with the leading staffing trade associations, training, and research organizations to ensure we are knowledgeable of the latest industry trends and technologies.
Job Description
Target Profile
Strong customer service or hospitality-based backgrounds (e.g., Disney Client Services have been successful)
Financial exposure preferred but not mandatory
Highly people‑focused, driven, eager to learn and grow
Core Responsibilities
Day‑to‑day client contact for smaller to mid‑tier clients
Assist with:
Account opening
Asset movement
Navigation of systems and platforms
General inquiries and issue resolution
No direct transaction processing, but ownership of inquiry through resolution
Skills & Tools
Client communication via phone and email
Microsoft Dynamics for client correspondence and tracking
NetX360 as the primary client platform (used transparently with clients)
Regards,
Mohammed ilyas,
PH - 229-264-4024 or Text - 229-469-1455 or You can share the updated resume at Mohammed@vtekis. com
Additional Information
All your information will be kept confidential according to EEO guidelines.
We provide Recruitment and Staffing services to many industries and domain through our innovative and customized solutions and passionate commitment to research. Ability to understand the hiring strategies, availability of talent and compensation benchmarking makes us proud hiring partner for various industries. We work as trusted business partners and always strive to deliver the most value and highest return on investment for our clients. We are highly trained business professionals with strong understanding of clients need. We work closely with the leading staffing trade associations, training, and research organizations to ensure we are knowledgeable of the latest industry trends and technologies.
Job Description
Target Profile
Strong customer service or hospitality-based backgrounds (e.g., Disney Client Services have been successful)
Financial exposure preferred but not mandatory
Highly people‑focused, driven, eager to learn and grow
Core Responsibilities
Day‑to‑day client contact for smaller to mid‑tier clients
Assist with:
Account opening
Asset movement
Navigation of systems and platforms
General inquiries and issue resolution
No direct transaction processing, but ownership of inquiry through resolution
Skills & Tools
Client communication via phone and email
Microsoft Dynamics for client correspondence and tracking
NetX360 as the primary client platform (used transparently with clients)
Regards,
Mohammed ilyas,
PH - 229-264-4024 or Text - 229-469-1455 or You can share the updated resume at Mohammed@vtekis. com
Additional Information
All your information will be kept confidential according to EEO guidelines.