WFA STAFFING

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities.

REQUIRED SKILLS:

  • Broad knowledge of financial planning concepts
  • Ability to process securities business and support financial advisers
  • Strong interpersonal skills and attention to detail
  • Ability to prioritize and successfully work in a fast-paced environment
  • Adherence to business ethics, honesty and integrity

RESPONSIBILITIES:

  • Preparation and participation in client meetings
  • Process applications and corresponding transfers
  • Be client’s accountability partner- follow up to ensure tasks are completed
  • Plan and prioritize own work activity
  • Use company technology and systems

QUALIFICATIONS NEEDED:

  • Bachelor’s Degree is preferred
  • 3+ years’ experience/understanding of the financial planning, securities and/or insurance industries.
  • Leadership and progression of client service experience
  • Proficient oral and written communication skills
  • Certification for Series 7 and/or 66/63 licenses is a plus.
  • Experience with CRM system

Salary will be based on experience and education.

Tagged as: admin, administrator, business services, clerical, client service, financial, office support

Last Name, First Name, Middle
No. and Street, City, State & Zip
Enter Date

Present or Most Recent First

When completing this section do not disclose information regarding juvenile court convictions or minor traffic violations. A conviction record does not automatically bar you from employment. Providing false information, misrepresenting criminal conviction history, or omitting information will lead to disqualification from further consideration of your application for employment, or termination of your employment.

Upload your CV/resume or any other relevant file. Max. file size: 101 MB.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

Share