Registered Client Services Associate
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Located in Bradenton, FL
Salary: 30.00
Express Employment Professionals of Bradenton, FL is currently hiring for a Registered Client Service Associate for a High End Wealth Management company based in Manatee County, FL
Duties:
- Responsible for day-to-day operations and administrative support for one or more Financial Advisors.
- Answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes.
- Initial point of contact for High Net Worth Clients.
- Respond to requests for investment, mutual fund and account information with the ability to resolve complex account issues.
- Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements.
- Managing all client deposits.
- Develop and maintain proficient knowledge of financial products and services.
Requirements:
- 3+ years of experience as a Registered Client Service Associate
- Must hold securities registrations of Series 7 along with Series 63/Series 65/66 strongly preferred or to be obtained within 90 days of hire.
- Outsiding communication skills – verbal and written.
- Experience with eMoney is required.
- must be organized meticulous & detail oriented
- Must have reliable transportation and an active Drivers License.
- Must understand financial service industry and related legal, tax and regulatory issues to guide clients.
- Maintaining data integrity across all systems and updating as necessary.
If interested, call the Bradenton Express Employment Professionals office at 941-753-0034 to complete an application and interview – all over the phone.
Express Office: Bradenton
5895 53rd Avenue East
Bradenton, FL 34203
Email us
Apply Now
Registered Client Services Associate
Share
Top Job
Located in Bradenton, FL
Salary: 30.00
Express Employment Professionals of Bradenton, FL is currently hiring for a Registered Client Service Associate for a High End Wealth Management company based in Manatee County, FL
Duties:
- Responsible for day-to-day operations and administrative support for one or more Financial Advisors.
- Answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes.
- Initial point of contact for High Net Worth Clients.
- Respond to requests for investment, mutual fund and account information with the ability to resolve complex account issues.
- Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements.
- Managing all client deposits.
- Develop and maintain proficient knowledge of financial products and services.
Requirements:
- 3+ years of experience as a Registered Client Service Associate
- Must hold securities registrations of Series 7 along with Series 63/Series 65/66 strongly preferred or to be obtained within 90 days of hire.
- Outsiding communication skills – verbal and written.
- Experience with eMoney is required.
- must be organized meticulous & detail oriented
- Must have reliable transportation and an active Drivers License.
- Must understand financial service industry and related legal, tax and regulatory issues to guide clients.
- Maintaining data integrity across all systems and updating as necessary.
If interested, call the Bradenton Express Employment Professionals office at 941-753-0034 to complete an application and interview – all over the phone.
Express Office: Bradenton
5895 53rd Avenue East
Bradenton, FL 34203
Email us
Apply Now
Share
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