Wealth Management Customer Service Representative - Associate - Assistant Vice President

Deutsche Bank

Corporate Title: Associate - Assistant Vice President

(ALL ROLES TO BE CONSIDERED)

Location: Jacksonville, FL

Overview

Wealth Management (WM) helps professionals and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. WM also provides customized wealth management solutions and private banking services to high-net-worth professionals and families. Deutsche Bank is investing heavily in technology, which means we are investing in you. Join us here, and you’ll constantly be looking ahead.

What We Offer You:

  • We offer competitive health and wellness benefits, empowering you to value life in and out of the office
  • Active engagement with the local community through Deutsche Bank’s specialized employee groups
  • An environment that encourages networking and collaboration across functions and businesses

We offer competitive health and wellness benefits, empowering you to value life in and out of the office

Active engagement with the local community through Deutsche Bank’s specialized employee groups

An environment that encourages networking and collaboration across functions and businesses

Return to Office:

  • It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model
  • Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion

Hear from our people and look inside our office: DB@The Muse

Your Key Responsibilities:

  • Answer incoming calls and monitor group fax and email box
  • Enter client trade orders, asset movement requests (Fed Fund wires, journals)
  • Interact with all Deutsche Bank products groups, trading desks, middle office, Investment and Private Bankers, and Deutsche Bank’s clearing agent Pershing LLC
  • Perform all account maintenance requests (address and phone updates, Financial Industry Regulatory Authority (FINRA) Rule 2111, document updates)
  • Prioritize, coordinate, and open new brokerage accounts with regular communication with multiple desks (front office, account opening, technology, and products, etc)

Answer incoming calls and monitor group fax and email box

Enter client trade orders, asset movement requests (Fed Fund wires, journals)

Interact with all Deutsche Bank products groups, trading desks, middle office, Investment and Private Bankers, and Deutsche Bank’s clearing agent Pershing LLC

Perform all account maintenance requests (address and phone updates, Financial Industry Regulatory Authority (FINRA) Rule 2111, document updates)

Prioritize, coordinate, and open new brokerage accounts with regular communication with multiple desks (front office, account opening, technology, and products, etc)

Your Skills and Experience:

  • You must have meaningful, relevant retirement and brokerage experience
  • Possess the ability to prioritize multiple tasks and proactive in learning all servicing tasks
  • Must have excellent understanding of various financial products and services; prior wealth management and client interaction preferred
  • Detail oriented and have an analytical mindset with the ability to deliver key insights/solutions through ‘out of the box’ thinking, interpersonal and communication skills (Customer Service focus), Team player, motivated and enthusiastic team player, and able to work with others in a fast paced, independent, and dynamic financial environment
  • FINRA Series 7 and 63 licenses required; strong attention to detail; escalate and highlight issues with excellent resolution-making skills

You must have meaningful, relevant retirement and brokerage experience

Possess the ability to prioritize multiple tasks and proactive in learning all servicing tasks

Must have excellent understanding of various financial products and services; prior wealth management and client interaction preferred

Detail oriented and have an analytical mindset with the ability to deliver key insights/solutions through ‘out of the box’ thinking, interpersonal and communication skills (Customer Service focus), Team player, motivated and enthusiastic team player, and able to work with others in a fast paced, independent, and dynamic financial environment

FINRA Series 7 and 63 licenses required; strong attention to detail; escalate and highlight issues with excellent resolution-making skills

Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Click here to find out more about diversity and inclusion.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: "EEO is the Law poster" and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.

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Confirmed a day ago. Posted 30+ days ago.

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