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Client Service Representative

2 months ago

Roseville, California, United States Boutique Recruiting Full time
Job Summary

A prestigious financial services firm in the United States is seeking a highly skilled and detail-oriented Client Service Associate to join their team. As a key member of the financial services team, you will be responsible for providing exceptional administrative support to Financial Advisors, ensuring seamless client service and operational efficiency.

Key Responsibilities
  • Support Financial Advisors in daily operations, ensuring exceptional client service and satisfaction.
  • Manage account openings, client communications, transfers, and distributions with accuracy and attention to detail.
  • Maintain and monitor reports and notifications for the book of business, ensuring timely and effective communication.
  • Provide backup support to other teams as needed, emphasizing teamwork and collaboration.
  • Stay up-to-date with technology changes and enhancements, adapting to new systems and processes.
Requirements
  • 2+ years of experience in financial services, with a strong understanding of industry regulations and best practices.
  • Series 7 license is required, with Securities Industry Essentials (SIE) and Series 66 (or Series 63/65) licenses highly preferred.
  • Ability to quickly integrate into a large team and be operational from day one, with a strong focus on teamwork and collaboration.
  • College degree is preferred, but relevant experience will also be considered.
  • Proficient in Microsoft Dynamics 365, Microsoft Office Suite, and experience with Thomson ONE, Envestnet, CRM, and Money Guide Pro is a plus.
Benefits
  • Medical, Dental, and Vision insurance.
  • 401k and ESOP contributions.
  • Generous sick, vacation, and maternity/paternity leave.
  • Paid holidays.
  • Professional Development Opportunities.
  • Tuition Reimbursement.
  • Discounted personal insurance.
  • Charitable gift-matching program.
  • Supportive work environment.