IntePros · 23 hours ago
Client Service Associate - Admin
Lake Mary, FL
Contract
Hybrid
New Grad, Entry Level
$20/hr - $25/hrIntePros is seeking a Client Service Associate to provide administrative and client support for Registered Investment Advisor (RIA) clients. This role focuses on brokerage account servicing, documentation, and platform support, ideal for someone who is detail-oriented and comfortable managing multiple requests in a financial services environment.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Jacqueline Sanchez
Responsibilities
Assist with brokerage account openings, transfers, and account maintenance
Provide administrative support and documentation tracking for client requests
Handle inbound phone calls and email inquiries from existing clients
Guide clients through brokerage platforms and online tools
Manage multiple open cases with strong follow-up and attention to detail
Qualification
Required
High school diploma required
Open to recent graduates in Business Administration, Finance, or Accounting
Strong organizational and communication skills
Comfortable working with phone, email, and computer-based systems
Proficient in Microsoft Office (Outlook, Excel, Word)
Company
IntePros
IntePros is an established, woman-owned, privately-held technology and business services consulting agency committed to building long-term relationships and helping more companies leverage the power of a more diverse workforce.
Founded in 1996
201-500 employees
H1B Sponsorship
IntePros has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (6)
2022 (7)
2021 (6)
2020 (13)
Funding
Current Stage
Growth StageLeadership Team
Loren Kovalcik
CEO
Company data provided by crunchbase