Sr. Client Service Administrator

3 weeks ago


Fort Worth, United States Express Employment Professionals of Fort Worth, TX Full time

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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