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Sr. Client Service Administrator
3 weeks ago
Sr. Client Service Administrator (Licensed)
Financial firm in north Fort Worth is adding to their dynamic team
Responsibilities:
- Processing transactions such as deposits, withdrawals, transfers, trades, and distributions
- Entering, updating, and maintaining client/business paperwork and report
- Preparing and maintaining documents like account opening forms, contracts, reports, and statements
- Scheduling and calendaring for meetings
- Answering inquiries and resolving issues from clients, advisors, and other parties
Qualifications:
- 3 to 5 years of experience in the financial services industry
- Valid license or certification from relevant regulatory bodies, such as FINRA, SEC, or state authorities
- Customer service skills, sales skills, administrative skills, problem-solving skills and teamwork skills
- Excellent communication and organizational skills
Direct Hire Opportunity
M-F, 8a-5p
$70K base salary plus bonus,
401K and benefits (Licensed)
Please send your resume to ambra.cole@expresspros.com
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Sr. Client Service Administrator
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