Client Service Associate

5 days ago


Broomall, United States Phaxis Full time

A reputable Brokerage Firm is looking to hire a Client Service Representative to join their Radnor, PA office (onsite). This person will be responsible for providing support for several financial advisors and assist in servicing a large client base that is continually growing.

Interviewing ASAP Apply now for more details

** Ideally minimum of 1-2 years of relevant experience **

** Recent College Graduates with Financial internship exp. are welcome to apply **

** Series 7 is a plus , but not required **

Responsibilities:

  • Communicate with clients on a daily basis regarding stock quotes, buy vs. sales scenarios, and other related matters.
  • Maintain customer account information including updating files and records and handling written correspondence.
  • Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements, client, and prospect presentations.
  • Work with back-office systems including FIS to enter trades and other account information.
  • Address all client service problems and maintain Problem/Solution Log to keep Registered Representative(s) aware of service problems underway and to what level managed to clients satisfaction.
  • Act as gatekeeper for Registered Representative during prime market time.
  • Assist with special projects and tasks as assigned.

Qualifications/Skills:

  • 1-3 years' experience in the brokerage/financial services industry as a Client Service Associate.
  • Series 7 and 63/66 license is ideal but not required.
  • Highly proficient computer skills in Microsoft Office applications required with knowledge of Portfolio Software and data entry.
  • Detail oriented with excellent organization skills and ability to multi-task.
  • Ability to work in a fast-paced and deadline-oriented environment.
  • Strong customer service and relationship building skills.
  • Basic understanding of branch level operations, policies, and procedures (i.e., regulations and compliance requirements).

Pay: $20-$28/hr



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