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Financial Services Representative

2 weeks ago


greensboro, United States TalentWealth Full time

At TalentWealth Recruiting, we partner with independent Wealth Management firms to find top talent. Our current client in Greensboro seeks an experienced Client Service Associate to provide proactive support to financial advisors and deliver exceptional client service in a boutique office environment.

Job Summary:

This role involves advanced skills gained through training and experience to provide daily phone and in-person interactions with prospective and existing clients, handle inquiries, and solicit orders from Financial Advisors.

Key Responsibilities:

  • Interact with clients on a daily basis to resolve questions and concerns.
  • Solicit orders from Financial Advisors and enter unsolicited trades as directed.
  • Service less active accounts and maintain accurate records.
  • Process and follow up on client documentation for proper account maintenance.
  • Prepare correspondence, forms, and spreadsheets to assist with client servicing and prospecting.
  • Maintain databases and create reports using portfolio software programs.
  • Participate in marketing efforts and receive cross-training as required.
  • Perform other duties as assigned.

Requirements:

  • Familiarity with company structure, policies, mission, and strategies.
  • General office practices and procedures.
  • Investment concepts, practices, and procedures used in the securities industry.
  • Financial markets and products.
  • Proficiency in standard office equipment and required software applications.
  • Analytical skills to research account information.
  • Organizational and time management skills to prioritize tasks and meet deadlines.
  • Ability to handle stressful situations and provide excellent customer service.
  • Effective communication and interpersonal skills.
  • Mathematical skills to process account and transaction information.

Educational Requirements:

  • 4-year degree preferred
  • FINRA series 7 and a combination of 66, 65, or 63 preferred