Job Summary and Mission of Client Service Associate Opportunity:

The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client’s operational and administrative needs.

Client Service Associate Job Responsibilities:

Requirements of Client Service Associate Job

  • Able to work independently with strong administrative and problem solving skills
  • High School Diploma or equivalent
  • Must be knowledgable with excel, powerpoint and outside social media websites.
  • Strong knowledge of lending products
  • Ability to exercise good judgment by recognizing urgency and prioritizing accordingly
  • Ability to multi-task in a highly visible fast-paced and team-oriented environment
  • High degree of confidentiality and latitude
  • 2-3 years minimum experience in financial service industry
  • Ability to interface across business units and with all levels of Management
  • Strong communication skills (verbal and written)

Preferred Qualifications

  • This position could also include working with outside vendors and websites to acquire technical data in order to do analysis of funds and stocks.
  • Bachelors Degree preferred
  • 3-5 years Securities related experience
  • Excellent written and verbal communication skills
  •  Detail & Service oriented
  • Individual must be flexible as the job description for this position could be on many different focus points of the team.

We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.

To apply Client Service Associate job vacancy  >>>

Filed under : Financial Advisor,