Client Service Representative
3 days ago
BECI - Brokerage Consultants Inc is seeking a highly skilled Client Service Specialist to join their client account management team. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills.
Key Responsibilities:- Provide administrative support to Financial Advisors, including handling client calls, responding to inquiries, entering trade orders as directed, executing money movement transactions, preparing client reports and meeting materials, and managing follow-up tasks after client meetings
- Become proficient in the firm's and custodian's technology platforms and tools, actively participating in training programs to identify and implement workflow improvements that enhance client service
- Oversee the client onboarding process, including account openings, preparing documents for signatures, ensuring compliance procedures are followed, and maintaining accurate database updates
- Assist with month-end and quarter-end reporting processes
- Bachelor's degree, preferred
- 5+ years of experience in financial services, ideally within a brokerage, bank, or financial planning firm
- Series 65 and Investment Advisor Representative (IAR) designation, or willingness to obtain upon hire
- Familiarity with Schwab, Tamarac, and/or eMoney is a plus
- Excellent verbal and written communication skills
- Demonstrated success working in a collaborative, team-oriented environment
- Highly organized with strong analytical skills, exceptional attention to detail, and the ability to support advisors
- Strong ethical standards with the ability to maintain strict confidentiality of client and firm information
Target base salary is $60-85k + bonus. This figure can vary depending on factors such as skillset and experience level.
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Client Services Representative
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Client Service Representative
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Client Service Representative
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Client Service Representative
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Client Service Representative
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Client Service Associate
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Client Service Specialist
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Client Service Associate
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Airport Client Services Representative
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Milwaukee, Wisconsin, United States VDart Full timeCustomer Service RepresentativeWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at VDart. As a key member of our contact center, you will be responsible for providing exceptional service to our clients, resolving their inquiries and concerns in a timely and professional manner.Key Responsibilities:Answer...
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Milwaukee, Wisconsin, United States Williams-Sonoma Full timeCustomer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a representative of Williams-Sonoma, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Address customer inquiries and concerns...
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Customer Service Representative
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Milwaukee, Wisconsin, United States Capitol Stampings Full time{"Job Title": "Customer Service Representative", "Company Overview": "Capitol Stampings is a stable and rapidly growing steel manufacturing industry with 3 locations under the Steel Craft Corporation.", "Job Summary": "We are seeking a Customer Service Representative to provide exceptional customer service and build relationships with our clients.", "Key...
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Customer Service Representative
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