Financial Services Support Specialist
2 weeks ago
Position Overview: Deliver exceptional service and administrative assistance to a prominent Financial Consultant in the Greater Detroit region.
Key Responsibilities:
- Facilitate the processing of documents related to account initiation and maintenance.
- Provide essential administrative support utilizing all necessary back-office systems and protocols.
- Assist clients and potential clients via phone and in-branch regarding general account management and inquiries.
- Serve as a liaison with branch personnel to promote the mission of Investment Services.
- Support the Financial Consultant through various functions, including direct communication and aiding branch staff in referral initiatives.
Qualifications:
- High school diploma or equivalent.
- Minimum of two years of customer service experience, preferably in finance.
- Possession of current FINRA series 6 & 63 licenses or the ability to obtain them within 12 months of employment.
- Current series 7 license is preferred, or the capability to secure it within 24 months of employment.
- Exhibit a consistently positive, cooperative, self-driven, courteous, and professional demeanor.
- Proven ability to handle document processing with a high level of accuracy and attention to detail.
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