Advisor Service Rep

2 weeks ago


Denver, United States Prestige Staffing, Inc. Full time

Advisor Service Representative – Position Summary

Job Description - 100% in office with flexibility

Will answer phones- on average- 1-2 calls/day

We are looking for a Advisor Service Representative to support the client base of investment advisors. The Advisor Service Representative will report to the Chief Operations Officer and be responsible for interfacing on a daily basis with the firms investment advisory clients and their needs.

Responsibilities

• Provide client and administrative support to the company’s investment advisory client base, including the establishment of new accounts, asset transfers, money movements as well as other client directives

• Support relationships with broker-dealers

• CRM and database management

• Office administration

Desired Qualifications

• 3+ years in a client service support role. Undergraduate degree required

• Brokerage and investment advisory firm experience preferred

• Experience maintaining and protecting sensitive and confidential information

• Strong verbal and written communication skills; self-directed, highly organized individual with demonstrated ability to work in a fast-paced, flexible environment

• Advanced knowledge of Microsoft Office products

Benefits

• Medical, dental and vision healthcare coverage

• Retirement plan with 3% company match

• Short-term and long-term disability

• Paid time off of 15 days per year

100% IN OFFICE MUST HAVE FINANCIAL SERVICES BACKGROUND LOCAL CANDIDATES ONLY


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