Client Service Associate

2 weeks ago

Houston, Texas, United States Support Full time
Welcome
We invite you to discover the exceptional culture, dedicated individuals, and rewarding opportunities that make Comerica Bank a unique workplace. Make your next career decision with confidence.

Position Qualifications:
- Bachelor's degree from an accredited institution or a high school diploma with 4 years of experience in Financial or Retail sectors.
- Required licenses: Series 7 and Series 63.
- Willingness to obtain FINRA Series 66 or 65, along with state-specific insurance and annuity licenses.
- Minimum of 5 years in customer interaction roles.
- At least 2 years of experience in the investment or brokerage field, including knowledge of securities regulations.
- Proficiency in Microsoft Office for a minimum of 2 years.

Job Overview: Client Service Associate

The Securities Senior Sales Assistant (SSA) position offers operational and sales support to multiple Financial Consultants (FCs) within their respective practices, as well as contributing to broader office initiatives.

The SSA role assists one or more Financial Consultants (FC) in various capacities, including Retail, High Net Worth, or Institutional.

Position Competencies:
Successful candidates are customer-oriented, capable of working independently, possess outstanding teamwork and organizational skills, demonstrate creativity and innovation, and exhibit strong communication abilities with keen attention to detail and problem-solving skills.


Key Responsibilities:
This role encompasses four primary areas: Sales Support, Compliance, Customer Service, and Team Collaboration. Key responsibilities include:
- Assisting with the establishment and upkeep of client accounts and records.
- Ensuring the completion of all necessary documentation for clients.
- Providing accurate, timely, and courteous responses to client inquiries.
- Organizing client files and implementing systems to aid Financial Consultants in regular follow-ups.
- Researching and resolving complex client issues and inquiries.
- Understanding firm policies and regulatory compliance thoroughly.
- Maintaining accurate office logs and documentation.
- Supporting other sales associates as needed.
- Identifying procedural issues and escalating them appropriately.
- Participating in office or firm-wide initiatives as required.
- Demonstrating teamwork, cooperation, and a positive attitude.
- Following proper channels for all correspondence and marketing materials.
- Creating client correspondence and mailings as needed.
- Performing operational or administrative tasks related to client requests (e.g., check requests, fund transfers, address changes, dividend information, etc.).
- Entering trades as permitted by licensing and firm regulations.

Work Hours: 8:00 AM - 5:00 PM, Monday - Friday
Work Environment: Category B - 3-4 days in-office on designated days, 1-2 days remote

About Comerica:
We recognize that our employees are vital to our success, and we are committed to investing in their future. Our comprehensive Total Rewards package is designed to acknowledge and reward individual performance while supporting health, well-being, development, and security for our colleagues and their families.

The Total Rewards package includes cash compensation, development opportunities, and flexible benefit programs tailored to meet individual needs today and in the future. Your salary will reflect your work experience, and our programs are regularly reviewed to ensure competitiveness.

We are proud to offer benefits such as health and welfare programs, robust retirement benefits, and generous paid time off. Eligible employees and their family members can participate in medical, dental, and vision benefits, 401(k) and pension plans, and income protection benefits, including life insurance and supplemental health programs to mitigate unexpected healthcare costs. We also provide various time-off programs for vacation, sick leave, disability, and parental leave. Eligibility for certain programs may vary based on employment status and tenure.

Upon offer, Comerica conducts a thorough background and fingerprint check.

NMLS Certification Requirement:
Where applicable, a favorable background check, credit check, fingerprint check, and NMLS certification are required in accordance with the SAFE Act.

Comerica Incorporated is a financial services organization headquartered in Dallas, Texas, strategically aligned into three major business segments: Commercial Bank, Retail Bank, and Wealth Management. Comerica's team focuses on building relationships and assisting individuals and businesses in achieving success.

Comerica is proud to be an Equal Opportunity Employer, committed to workplace diversity.

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