Client Services Associate
2 weeks ago
The McDaniel Corporation – 6156 St Andrews Rd, Columbia SC 29212
A financial firm with 2 advisors: Craig McDaniel and Craig McDaniel Jr. and 10 other employees
Client Services
Hours: 9:00 – 6:00
This person would be meeting with clients to fill out various vendor applications, including any required compliance forms and disclosures. Once the applications are fully completed and signed by the advisor, they are processed for approval by our broker/dealer and must be tracked to completion, follow-up and organization is essential. You must be detail-oriented when filling out paperwork and follow all compliance regulations. A large part of the job is communicating with clients so you must have an upbeat personality, be pleasant and well spoken. You must be organized and keep the advisor on track with daily actions for follow-up with clients.
SLED Background and Credit Check is Required
Person must be able to work in a very fast-paced environment.
Salary: $40,000 plus depending on experience
Benefits: Health, Dental and Life Insurance, Vacation, 401k
Company DescriptionA financial firm with 2 advisors: Craig McDaniel and Craig McDaniel Jr. and 10 other employeesCompany DescriptionA financial firm with 2 advisors: Craig McDaniel and Craig McDaniel Jr. and 10 other employees-
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