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Client Service Associate

1 month ago

Boca Raton, United States Siebert Financial Full time

About Siebert Financial Corporation : Siebert Financial Corp. (“Siebert”) is a holding company that conducts its securities brokerage business through its wholly owned subsidiary, Muriel Siebert & Co., LLC which became a member of the NYSE in 1967 when Ms. Siebert became the first woman to own a seat on the

NYSE.

The company also has business lines in insurance, investment advisory, and financial technology development through its various subsidiaries. Siebert and its affiliated companies are committed to creating a diverse working environment employing and promoting without regard to race, religion, color, national origin, sex, gender identity, disability, age, veteran status, and other protected status as required by applicable law. As an inclusive equal-opportunity employer, Siebert and its affiliates have committed to the ParityPledge for gender parity at the highest levels of business (www.parity.org). Siebert Financial Corp. is not just a company; it's a legacy. As the first woman-owned seat holder on the NYSE, Ms. Muriel Siebert paved the way for excellence. We are committed to diversity, equality, and creating an inclusive working environment where your unique talents thrive. Join an Elite Team - Be the Face of Excitement at Muriel Siebert & Co., LLC Embark on a thrilling career with Muriel Siebert & Co LLC., an esteemed Financial Services Company nestled in the heart of The World Financial Center in New York City ,

Miami Beach Fl, and Beverly Hills CA. We are on the lookout for a dynamic and detail-oriented individual to join our exclusive Customer Service Success Team as a Client Service Associate / Trainee at our local branch office. Your Role : As a Client Service Associate you will be the face of our organization - providing a world class level of excellent service to our discerning clientele. This role demands a self-starter with the initiative to problem solve, and address clients concerns proactively. We seek an individual with more than just financial acumen - we are looking for someone with a friendly demeanor, an analytical outlook, and a strong desire to excel in the world of Financial Services. Key Responsibilities:

Your responsibilities include: Assisting clients both in person and over the phone; handling various customer service inquiries. Processing account forms / documents with precision and efficiency Provide technical support and address inquiries regarding our various cutting-edge offerings. Study and prepare to take the Series 7

(Required) Desired Qualifications and Attributes : Experience with MS office, especially Excel, Word, and Outlook Bachelor's Degree (Business or Communications preferred) Excellent organizational and communication skills (both written and oral) Strong time management skills and the ability to multitask Ability to communicate effectively with our clients and internal teams Professional, confident, and positive demeanor that stands out Benefits: ·

Health, Dental and 401k Match ·

Competitive Salary and Time Off. Annual salary range 50K to 65K ·

Career Path, Brokerage License sponsorship (Series 7, 24 etc.) ·

Eligible Education Reimbursement ·

Additional Benefits Job Type : Full-time Schedule: ·

8-hour shift ·

Monday to Friday ·

Overtime Education : Bachelors Preferred Ability to commute/relocate to: Boca Raton area, FL (Required) Experience : Customer service: - 5 years (Preferred)Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities [Be specific when describing each of the responsibilities. Use gender-neutral, inclusive language.] Example: Determine and develop user requirements for systems in production, to ensure maximum usability Qualifications [Some qualifications you may want to include are Skills, Education, Experience, or Certifications.] Example: Excellent verbal and written communication skills

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