Client Services Representative

3 weeks ago


Southfield, Michigan, United States CoreCap Advisors, LLC Full time

Job Summary:

The Client Services Representative is responsible for processing new accounts, onboarding new brokers, and providing exceptional customer service to assigned representatives.

Key Responsibilities:

  • Process opening of new fee-based and transaction client accounts, ensuring all paperwork is in order and completed in a timely manner.
  • Work with clearing brokers and custodians to obtain rep codes and open new accounts.
  • Process client service requests, including distributions, ACATs, RMDs, and others.
  • Provide excellent customer service through regular communication via phone and email with assigned representatives.
  • Keep up-to-date and accurate records for all representatives and client accounts.
  • Assist representatives in preparing and maintaining client forms for use by registered representatives and clients.
  • Prepare mailings to both clients and representatives.
  • Perform other operational, administrative, and data-entry responsibilities as assigned.

Requirements:

  • Financial services and/or operations experience preferred.
  • Ability to obtain Series 6/63 license within 6 months of hire.
  • Prior experience working with clearing broker relationships/systems desirable.
  • Prior knowledge of securities industry and terminology.
  • Proficient with Microsoft Office and Adobe products.
  • Strong customer service skills.
  • Ability to multi-task.
  • Ability to work well on a team or independently.
  • Strong attention to detail.
  • Reliable and punctual, with effective time management skills.
  • Ability to meet deadlines and work well under pressure.

Benefits:

  • Health, dental, and vision benefits for full-time employees.
  • 401(k) plan.
  • Dental insurance.
  • Flexible spending account.
  • Health insurance.
  • Life insurance.
  • Paid time off.
  • Retirement plan.
  • Vision insurance.

Compensation Package:

  • Bonus opportunities.

Schedule:

  • 8 hour shift.
  • Day shift.
  • Monday to Friday.

Work Location:

In person.



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